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The Klausman Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,736,569
Total clients
28
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$883,449
About
The Klausman Group provides investment advisory and financial planning services to high‑net‑worth individuals, business owners, and corporations. It reports managing about $24.7 million in client assets across roughly 28 client relationships and offers advisor‑managed fee accounts as well as access to third‑party managed programs.
The firm combines advisor‑managed portfolios with third‑party manager options and uses third‑party research and analytics (for example, S&P Research, Schwab Analytics, Bloomberg, Morningstar) to inform portfolio construction and monitoring. It may accept limited discretionary authority, can employ options and margin in client accounts, and typically custodians client assets through Charles Schwab.
Originally established in 1976 and re‑established in 2017, the firm emphasizes a long professional history and an ownership background in accounting, and it also provides tax and accounting services (including income tax return preparation) alongside investment advice. The brochure discloses no legal or disciplinary events and notes the firm operates as a sole proprietorship offering both portfolio management and comprehensive financial planning.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Executive
Fee options
Flat fee up to $2,000 for financial planning services, negotiable depending on complexity
Management Fee based on a percentage of the market value of assets under management, payable quarterly or monthly in advance; specific percentage rates not explicitly stated in brochure
Up to $300 per hour for financial planning services
Minimum fee: Accounts may require a minimum advisory fee or quarterly maintenance fee as detailed in the applicable advisory agreement; specific amounts not stated Fee-only: Financial planning fees charged hourly up to $300 per hour or flat fee up to $2,000 depending on complexity; fees may be negotiable
Main office location
The Klausman Group
Atlanta GA, United States
Number of offices
1
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
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