RIA Intel›Advisers›Georgia›STOEHR ADVICE LLC

STOEHR ADVICE LLC

Advisory

ALPHARETTA, GA

Data as of Jun 2, 2026 · Source: SEC Form ADV

Average account
$481K
across 78 accounts
AUM per adviser
$9M
4 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM
$38M
Discretionary %
100%
Clients
78
Employees
6

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients78
Team
Total Employees6
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, GA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

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

PEACHTREE CREEK INVESTMENTS, LLC
$37M
PREMIER FINANCIAL ADVISORY SERVICES, LLC
SUWANEE, GA
$37M
HARVEST OAK CAPITAL, LLC
ATLANTA, GA
$37M
-7.3% 1Y
WRH CAPITAL MANAGEMENT
SUWANEE, GA
$38M
+12.3% 1Y
KING FINANCIAL INVESTMENTS INC
$38M
MCKINNEY ASSET MANAGEMENT INC.
ATLANTA, GA
$38M
+12.3% 1Y

Get the full picture on STOEHR ADVICE LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track STOEHR ADVICE LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans