|
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|
| Keyboard |
| The Advisory Firm
✚
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|---|---|
| CRD # | 139125 |
| SEC # | 801-136852 |
| CIK # | |
| AUM | 126.4 M (2026-06-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 678-566-3711 |
| Address | 12600 Deerfield Parkway Alpharetta, GA 30004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 34.3 |
| (b) Individuals (high net worth individuals) | 43 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 401 | 126.4 |
| By Discretionary | ||
| Discretionary | 401 | 126.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 401 | 126.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.4 | |
| Total | 401 | 126.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 20 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ashwood Advisors LLC
✚
|
MA | 126.9 M |
|
Carmichael Capital Inc
✚
|
TN | 126.6 M |
|
Brackenwood Capital Management LLC
✚
|
WA | 126.6 M |
|
Artesa Financial Group LLC
✚
|
TX | 126.6 M |
|
Kingwood Investment Group LLC
✚
|
TX | 126.5 M |
|
Financial Empowerment LLC
✚
|
MN | 126.4 M |
|
Private Wealth Management LLC
✚
|
126.2 M | |
|
VIP Planners Inc
✚
|
VA | 126.2 M |
|
Live Oak Management Group LLC
✚
|
SC | 126.0 M |
|
Integrity Road Wealth Partners LLC
✚
|
TX | 126.0 M |