Sardis Group, LLC

RIASEC RegisteredEst. 2025

Total AUM

$531M

Discretionary

$531M

100% of AUM

Avg account

$48.3M

Accounts

11

Employees

6

Advisory reps

4

Firm details

Headquarters: Atlanta, Georgia
CRD number: 333854
Registered since: April 16, 2025
Custodians: FEDERAL HOME LOAN BANK OF ATLANTA, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Banking / Thrift Institutions59.07%
Investment Companies29.97%
Insurance Companies10.97%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sardis Group, LLC is an institutional registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and directs advisory services to institutional clients, with stated advisory activities centered on portfolio management for investment companies and for businesses or other institutions. Sardis charges either a percentage of assets under management or fixed fees for its services. The firm is not identified as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other52%
US Government Bonds44%
Cash & Cash Equivalents3%
Investment Grade Corp Bonds1%

Owners & executives

2 of 2

Nicholas Dumenil
Chief Compliance OfficerCRD 8004550
Robert Langley
Chief Operating OfficerCRD 4873010

Contacts

2 of 2

Colin McBurnette
Co-Founder and Managing PartnerCRD 8004316
Samuel Dunlap Iii
Managing PartnerCRD 4411421

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, 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: 4200 Northside Pkwy Nw
Time zone: ET (UTC-5)
Office locations

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