Premis Advisors, 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 24, 2026, reports $214M in regulatory assets under management, 1 employee, and 135 accounts.
Assets Under Management
$214M
Employees
1
Offices
--
Total Clients
8
Primary office
ATLANTA, GA
3344 PEACHTREE ROAD, NE, SUITE 800, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.5% of total clients.
Top client categories% of clientsClients
1
HNWI
87.5%
7
2
Pooled Investment Vehicles
12.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of March 24, 2026
Discretionary18.6%
$40M
19% of total RAUM18.6%
Non-discretionary81.4%
$174M
81% of total RAUM81.4%
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$214M
Total Accounts135
10Y AUM Change+$100M (+87.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee8:1
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.