RIA Intel›Advisers›Georgia›THREE ADVISORS INC.

THREE ADVISORS INC.

Advisory

N·ATLANTA, GA

Data as of Dec 24, 2019 · Source: SEC Form ADV

Total AUM

$242M

1-Year AUM Growth

-65.5%

3-Year CAGR

-5.0%

Employees

8

Assets Under Management

Total AUM$242M

Discretionary AUM$159M

Non-Discretionary AUM$83M

Discretionary %65.7%

Total Clients—

Team

Total Employees8

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record55

First FilingNov 17, 2009

Latest FilingDec 24, 2019

🔒 Full AUM trend chart and 55 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THREE ADVISORS INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.