RIA Intel›Advisers›Georgia›TRIAD ADVISORS, LLC

TRIAD ADVISORS, LLC

Advisory

N·ATLANTA, GA

Data as of Jul 3, 2024 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

-50.8%

3-Year CAGR

-2.3%

Employees

89

Assets Under Management

Total AUM$1.1B

Discretionary AUM$695M

Non-Discretionary AUM$411M

Discretionary %62.8%

Total Clients—

Team

Total Employees89

Investment Advisers2,530

Employee Growth (1Y)+3.5%

Filing History

Total Filings on Record135

First FilingMar 19, 2001

Latest FilingJul 3, 2024

🔒 Full AUM trend chart and 135 historical filings spanning 23+ 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 TRIAD ADVISORS, LLC

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