Georgia Advisory Group LLC

RIASEC Registered
Total AUM
$117M
Discretionary
$117M
100% of AUM
Avg account
$406K
Accounts
288
Employees
2
Advisory reps
3

Firm details

Headquarters
Alpharetta, Georgia
CRD number
306815
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Georgia Advisory Group LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and offers financial planning and discretionary portfolio management targeted at individuals and small businesses. It also operates as an insurance broker alongside its advisory business. The adviser does not identify as an active ESG investor and is not positioned as a capital allocator to third‑party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • William Frerking

    William Frerking

    Financial AdvisorCRD 6795832

  • Dave Duley

    Dave Duley

    Lead Advisor, PrincipalCRD 2746944

  • Jack Eason

    Jack Eason

    CRD 8266647

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Alpharetta, GA

Fulton

Location

Alpharetta, GA

Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
2440 Old Milton Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms