RIA Intel›Advisers›Georgia›TBCPA, INC.

TBCPA, INC.

Advisory

GA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$561K
across 32 accounts
AUM per adviser
$18M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$18M
Discretionary %
100%
Clients
32
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$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients32
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

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

HALLEY HILL WEALTH MANAGEMENT LLC
PERRY, GA
$18M
RORA WEALTH, INC.
ATLANTA, GA
$18M
OPTI BLOOM ADVISORS LLC
$18M
LK WEALTH MANAGEMENT, LLC
$18M
GREGORY FINANCIAL SERVICES LLC
ATLANTA, GA
$18M
ALTERA ADVISORS, LLC
ATLANTA, GA
$18M

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