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TROIKA CAPITAL ADVISORS, LLC
CRD 152927
800 BATTERY AVE. SE, SUITE 100, ATLANTA, GA, 30339, United States
Phone
770.617.3149
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$56.3M
Discretionary AUM
$56.3M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $20.0M |
| High net worth individuals | 20 | $36.0M |
| Pension/profit sharing plans | 1 | $250K |
All web addresses on file
Official SEC filing: View on IAPD