SB Advisory, LLC
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
FINTRXOverview
SB Advisory, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2012. The firm acts as a capital allocator for both individual and family clients and institutional investors, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include a percentage of assets under management as well as hourly and fixed‑fee engagements. SB Advisory maintains business relationships across the financial services ecosystem — including broker‑dealer, other investment adviser, and insurance company affiliations — and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- State & Local Bonds20%
- US Government Bonds19%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents7%
Owners & executives
2 of 2
Hyacinth Sikes
Co-ceoCRD 6032995
Peter Botero
Chief Compliance OfficerCRD 2809436
Contacts
3 of 36
William Shefte
Investment Advisor RepresentativeCRD 4350635
Kimson Cao
Financial AdvisorCRD 4357783
James Workman
Registered Financial AdvisorCRD 4384208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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