Georgia Advisory Group LLC logo

Georgia Advisory Group LLC

Updated today

Client assets under management

$105,000,000

Clients

285

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

143

Very High

Average account size

$368,421

About

Georgia Advisory Group provides discretionary portfolio management and limited consulting services to individuals, high-net-worth individuals, families, and small businesses. The firm reports managing approximately $105 million in client assets and generally requires a minimum account size (negotiable) to engage its investment management services.

The firm describes a long-term, fundamentals-based approach focused on diversification, asset allocation, and risk management, recommending a minimum investment horizon of five years and using ETFs, individual equities, and options solely for protective or income-oriented purposes. Client accounts are managed under written discretionary authority, reviewed on an ongoing basis, and held at a qualified custodian who sends account statements directly to clients.

What distinguishes the firm from many peers is its relatively large number of client relationships for a small advisory operation — an unusually high client-to-advisor ratio among independent advisers — and the fact that its advisers are also licensed insurance agents. Although the brochure frames the investment offering as fee-only, it discloses that insurance products may be offered on a fee or commission basis and that the firm recently added another investment adviser representative with full trading authority.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001+: 1.25%

Commissions

Insurance products may be offered on a fee or commission basis, disclosed in advance

Other

Account minimum: $100,000 (negotiable and may be waived) Fee-only: Fee-only investment management (no commissions for advisory services)

Main office location

Georgia Advisory Group LLC

2440 Old Milton Pkwy Suite 200

Alpharetta GA 30009-3213, United States

Number of offices

1

Most active in

Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William F

Series 66

Alpharetta, GA

Georgia Advisory Group LLC

William Frerking is a financial advisor with Georgia Advisory Group LLC, holding a Series 66 designation and eight years of industry experience. He has been associated with Thrivent Financial and Thrivent Investment Management Inc since 2017. Outside of his advisory role, Frerking is involved in coaching varsity football and junior varsity basketball at Wesleyan School and serves as Head of the Board of Stewardship at Living Faith Lutheran Church. Georgia Advisory Group provides discretionary portfolio management and limited consulting services primarily to individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach emphasizing diversification, asset allocation, and risk management.

Active portfolio management Options & derivatives strategies
user avatar

Dave D

Series 63, Series 66

Alpharetta, GA

Georgia Advisory Group LLC

Dave Duley is the sole advisor at Georgia Advisory Group LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has led Georgia Advisory Group since 2008. Outside of advisory services, he is a 100% owner and independent insurance agent of Georgia Advisory Group, Inc., licensed since 1982. Georgia Advisory Group provides discretionary portfolio management and limited consulting services to individuals, high-net-worth individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach focused on diversification, asset allocation, and risk management, managing approximately $105 million in client assets.

Active portfolio management Options & derivatives strategies
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