SB Advisory, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.1B
Discretionary
$11.3M
1% of AUM
Avg account
$1.2M
Accounts
942
Employees
35
Advisory reps
37

Firm details

Headquarters
Atlanta, Georgia
CRD number
154680
Registered since
December 4, 2012
Website
www.sanblassecurities.com
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Charitable Organizations39.7%
  • Individuals33.47%
  • HNWI24.5%
  • Corporations / Businesses1.24%
  • Pension & Profit Sharing Plans0.94%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

SB Advisory, LLC is an independent registered investment adviser formed in 2012 that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects outside managers on clients’ behalf, positioning itself as a capital allocator that blends in-house advice with third‑party manager relationships. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, reflecting a range of service models rather than a single productized offering. SB Advisory is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 42%, State & Local Bonds 20%, US Government Bonds 19%, Public Funds/Mutual Funds 11%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 1%42%
  • Exchange Traded Equities42%
  • State & Local Bonds20%
  • US Government Bonds19%
  • Public Funds/Mutual Funds11%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • Peter Botero

    Peter Botero

    Chief Compliance OfficerCRD 2809436

Contacts

3 of 36
  • William Shefte

    William Shefte

    n/aCRD 4350635

  • Alexys Mckenzie

    Alexys Mckenzie

    Executive ChairmanCRD 2642827

  • Taylor Bauerband

    Taylor Bauerband

    Investment Advisor RepresentativeCRD 7069406

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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
3424 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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