B
Binnerinvestments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
BinnerInvestments is registered to provide portfolio management and financial planning services and its ADV describes clients as individuals and high‑net‑worth individuals with a stated account minimum of $25,000. The firm’s brochure also reports zero discretionary and non‑discretionary assets under management and no current clients as of the filing date.
The firm says it prepares investment policy statements, seeks discretionary trading authority, and pursues a long‑term trading approach while employing a broad set of analysis methods (charting, cyclical and technical analysis, fundamental and quantitative analysis, and modern portfolio theory). Its disclosed investable universe emphasizes mutual funds, equities, fixed income (including TIPS), ETFs (including precious‑metal ETFs) and non‑U.S. securities, and it offers one‑time financial plans in addition to ongoing management.
Distinctive operational features disclosed in the brochure include a requirement that clients custody assets at specified custodians (Equity Trust Company and Altruist Financial LLC) and an explicit policy not to aggregate or block trades across multiple client accounts, which can affect execution and liquidity compared with typical managers. The brochure also notes the firm may receive soft‑dollar research or services from brokers/custodians, a potential source of conflicts of interest it discloses in its policies.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
General retirement planning
Cash flow / budgeting
Wealth management
Fee options
$100 to $10,000, negotiated based on scope and complexity
$25,000 - $100,000: 2.00% $100,001 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $25,000
Main office location
Binnerinvestments
45 N Kimbell Street
Forsyth GA 31029, United States
Number of offices
1
Most active in
Binnerinvestments has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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