PREMIS ADVISORS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$214M

Discretionary

$39.8M

19% of AUM

Avg account

$1.6M

Accounts

135

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 283679
Registered since: June 20, 2018
Website: www.premisadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI98.84%
Pooled Investment Vehicles1.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Premis Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2018. The firm is owned by an individual and positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its fee arrangements include asset-based fees and fixed-fee engagements. Advisory capabilities listed on the ADV include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser or pension consultant.