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TAX & FINANCIAL MANAGEMENT

Advisory

ATLANTA, GA

Data as of Jan 8, 2026 · Source: SEC Form ADV

Average account
$1M
across 25 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
25
Employees
1

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$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients25
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

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

ATI WEALTH PARTNERS, LLC
$30M
INVESTMENT ADVISORS INTERNATIONAL, INC.
JOHNS CREEK, GA
$30M
+3.2% 1Y
LIFEWATER WEALTH MANAGEMENT, LLC
DULUTH, GA
$30M
MONTIS & EXLEY ASSET MANAGEMENT, LLC
SAVANNAH, GA
$30M
-51.6% 1Y
THIRD ACT RETIREMENT PLANNING, INC.
MARIETTA, GA
$30M
SHEPHARD INVESTMENT COUNSEL, LLC
ATLANTA, GA
$31M
-2.0% 1Y

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