Overview
Assets Under Management: $2.2 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 169
Average Client Assets: $12.3 million
Frequently Asked Questions
BERMAN CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155419), BERMAN CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BERMAN CAPITAL ADVISORS, LLC is headquartered in ATLANTA, GA.
BERMAN CAPITAL ADVISORS, LLC serves 169 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, BERMAN CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BERMAN CAPITAL ADVISORS, LLC manages $2.2 billion in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, BERMAN CAPITAL ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 169
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.94%
Average Client Assets: $12.3 million
Total Client Accounts: 547
Discretionary Accounts: 334
Non-Discretionary Accounts: 213
Regulatory Filings
CRD Number: 155419
Filing ID: 1185441
Last Filing Date: 2018-03-30 16:41:00