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VERBATIM FINANCIAL LLC

Advisory

GA

Data as of Mar 1, 2024 · Source: SEC Form ADV

Rank in GA
#585
of 607 advisers by AUM
Average account
$388K
across 135 accounts
AUM per adviser
$52M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 1, 2024.

Total AUM
$52M
Discretionary %
43.5%
Clients
16
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$52M
Discretionary AUM$23M
Non-Discretionary AUM$30M
Discretionary %43.5%
Total Clients16
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

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

PHASE LINE CAPITAL, LLC
ATLANTA, GA
$52M
-75.4% 1Y
KCG INVESTMENT ADVISORY SERVICES LLC
SAVANNAH, GA
$53M
CAPITAL MANAGEMENT ADVISORS INC
MARIETTA, GA
$52M
0.0% 1Y
CN WEALTH MANAGEMENT, LLC
ALPHARETTA, GA
$52M
THE DANIEL FINANCIAL GROUP, LLC
DULUTH, GA
$53M
-9.4% 1Y
PARKWAY WEALTH MANAGEMENT, LLC
THOMASVILLE, GA
$51M

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