P. G. Earl Investment Advisers, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$800,000
Total clients
80
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
80
Average account size
$10,000
About
P. G. Earl Investment Advisers, L.L.C. offers fee-based investment advisory services primarily to individual clients and also provides portfolio management to institutional entities such as banks, pension and profit‑sharing plans, trusts, estates, charities and corporations. The firm manages client accounts on a discretionary basis and typically directs custody and execution through Charles Schwab & Co.
The firm’s investment approach is centered on fundamental analysis and portfolio implementation that emphasizes mutual funds, with the ability to include exchange‑listed securities, corporate debt, U.S. government securities, certificates of deposit and options as appropriate to client objectives. As a single-advisor practice, the adviser monitors accounts on a regular basis, handles proxy voting for portfolio securities, and operates under discretionary trading authority without contacting clients prior to each trade.
Notably, despite its solo-practitioner structure, the firm explicitly serves institutional clients in addition to individuals—an offering that is relatively uncommon among comparable independent advisers and may involve different operational and reporting considerations. The firm has been registered since 1999 and discloses formal governance measures such as a written Code of Ethics, personal trading policies, and limited custody arrangements when clients authorize fee deductions.
Client services
Expertise
Fee options
$0 - $100,000: 2.75% $100,000 - $250,000: 2.25% $250,000 - $500,000: 2.00% $500,000 - $1,000,000: 1.75% $1,000,000+: 1.25%
Account minimum: $100,000
Main office location
P. G. Earl Investment Advisers, L.L.C.
3455 Peachtree Road, Ne, Fifth Floor
Atlanta GA 30326, 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
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
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