Sardis Group, 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 31, 2026, reports $531M in regulatory assets under management, 6 employees, and 11 accounts.
Assets Under Management
$531M
Employees
6
Offices
--
Total Clients
10
Primary office
ATLANTA, GA
4200 NORTHSIDE PARKWAY, BUILDING 4, SUITE 300, ATLANTA, GA, United States
Top client segmentInsurance Cos. represent 70.0% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
70.0%
7
2
Investment Cos.
30.0%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$531Mas of March 31, 2026
Discretionary100.0%
$531M
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.
Total AUM$531M
Total Accounts11
10Y AUM Change+$531M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee2:1
10Y Employee Change+4 (+200.0%)
* 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.