Estate Management Counselors,Llc is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 5, 2026, reports $294M in regulatory assets under management, 4 employees, 1 office, and 1,018 accounts.
Assets Under Management
$294M
Employees
4
Offices
1 office
Total Clients
355
Primary office
ATLANTA, GA
5064 ROSWELL ROAD, SUITE C-300, ATLANTA, GA, United States
Top client segmentIndividuals represent 77.5% of total clients.
Top client categories% of clientsClients
1
Individuals
77.5%
275
2
HNWI
22.5%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$294Mas of March 5, 2026
Discretionary100.0%
$294M
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$294M
Total Accounts1,018
10Y AUM Change+$157M (+114.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee89:1
10Y Employee Change0 (0.0%)
* 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.