Sb Advisory, 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 January 30, 2026, reports $405M in regulatory assets under management, 29 employees, 22 offices, and 1,540 accounts.
Assets Under Management
$405M
Employees
29
Offices
22 offices
Total Clients
1,574
Primary office
ATLANTA, GA
3424 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.9% of total clients.
Top client categories% of clientsClients
1
Individuals
94.9%
1,494
2
HNWI
5.1%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$405Mas of January 30, 2026
Discretionary7.0%
$29M
7% of total RAUM7.0%
Non-discretionary93.0%
$376M
93% of total RAUM93.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$405M
Total Accounts1,540
10Y AUM Change+$213M (+111.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee54:1
10Y Employee Change-20 (-40.8%)
* 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.