FinAcura Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,558,810
Clients
17
12% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$444,636
About
FinAcura Advisory LLC provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients, and corporations or business entities, with fiduciary obligations when advising retirement accounts. Typical investment vehicles include equities, mutual funds, ETFs, fixed income, and Treasury inflation‑protected securities, and each engagement is documented with an Investment Policy Statement.
The firm tailors plans to client goals and risk tolerances and generally manages accounts on a discretionary basis, using a mix of charting, cyclical, fundamental and technical analysis to inform decisions. Implemented strategies range from long‑ and short‑term trading to margin and options transactions, and accounts are reviewed at least quarterly while custody is required at a specified broker‑dealer.
Notable differences from many independent peers include serving corporate/business clients in addition to individuals — a client mix that can resemble institutional mandates — and managing approximately $7.6 million across a relatively small number of accounts. The brochure also discloses that the firm’s principal maintains outside full‑time employment and that the adviser does not aggregate trades for multiple client accounts, practices that can affect trade execution and operational capacity.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,001+: 0.80%
$150 per hour, fees negotiable
Account minimum: $100,000
Main office location
FinAcura Advisory LLC
410 Peachtree Pkwy, Suite 4245
Cumming GA 30041, United States
Number of offices
1
Most active in
FinAcura Advisory LLC 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:
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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.
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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
Quick links
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