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SARKOR FINANCIAL ADVISORS

Advisory

GA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Average account

$54K

across 23 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$607K

Non-Discretionary AUM$639K

Discretionary %48.7%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, NJ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

THE SYMPHONY WEALTH MANAGEMENT GROUP, LLC

$1M

SOINA FINANCIAL GROUP, LLC

$1M

PURVIS INVESTMENTS, INC.

$1M

GREEN WING FINANCIAL SOLUTIONS LLC

$1M

THOMAS CROWN CAPITAL, LLC

$1M

DUE WEST WEALTH ADVISORS LLC

$1M

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