GEORGIA ADVISORY GROUP LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $117.0M |
| Discretionary | $117.0M100% of AUM |
| Client Accounts | 288 |
| Avg Account Size | $406K |
| Employees | 2 |
| Peak AUM | $117.0MMay 2026 |
AUM by Client Type
Total AUM
$117M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $117M | 0.0% | — | — | — |
| Discretionary AUM | $117M | 0.0% | |||
Key Metrics
| Total AUM | $117.0M |
| Discretionary | $117.0M |
| Employees | 2 |
| Client Accounts | 288 |
| Client Range | 1-10 |
Contact & Location
Address
2440 OLD MILTON PKWY SUITE 200
ALPHARETTA GA 30009-3213
Phone
770-841-1713
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$117M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution