RIA Intel›Advisers›Georgia›SB ADVISORY, LLC

SB ADVISORY, LLC

Advisory

N·ATLANTA, GA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM
$405M
1-Year AUM Growth
0.0%
3-Year CAGR
+30.4%
Employees
29
Assets Under Management
Total AUM$405M
Discretionary AUM$29M
Non-Discretionary AUM$376M
Discretionary %7%
Total Clients1,574
Team
Total Employees29
Investment Advisers29
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record55
First FilingNov 13, 2012
Latest FilingJan 30, 2026
🔒 Full AUM trend chart and 55 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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