WATKINSVILLE, GACRD 125741Latest ADV March 23, 2026
Sanders & Scott, Chfc is an SEC registered investment adviser organized as a limited liability company with a primary office location in Watkinsville, GA. Its latest Form ADV filing, dated March 23, 2026, reports $149M in regulatory assets under management, 3 employees, 2 offices, and 699 accounts.
Assets Under Management
$149M
Employees
3
Offices
2 offices
Total Clients
410
Primary office
WATKINSVILLE, GA
3651 MARS HILL RD, SUITE 2800-B, WATKINSVILLE, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.3% of total clients.
Top client categories% of clientsClients
1
Individuals
88.3%
362
2
HNWI
7.3%
30
3
Corporations
2.0%
8
4
Pension Plans
1.2%
5
5
Charitable
1.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$149Mas of March 23, 2026
Discretionary100.0%
$149M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$149M
Total Accounts699
10Y AUM Change+$30M (+25.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee137:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.