RIA Intel›Advisers›Georgia›TRICORD INVESTMENT ADVISORS, INC.

TRICORD INVESTMENT ADVISORS, INC.

Advisory

GA

Data as of Jul 7, 2026 · Source: SEC Form ADV

Average account

$433K

across 15 accounts

Source: SEC Form ADV. Figures as filed Jul 7, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

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

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$6M

ATLANTA WEALTH MANAGEMENT, INC.

$6M

FARVIEW MANAGEMENT, LLC

$6M

KENWYCK CAPITAL, LLC

$7M

GAINES CAPITAL MANAGEMENT LLC

$7M

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