SB ADVISORY, LLC

CRD 154680 · SEC 801-77380

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3424 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, 30326-1184, United States

Phone

404-704-0406

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$404.8M

Discretionary AUM

$28.5M

Team

29 total employees; 29 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-18

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	1494	$254.9M
High net worth individuals	80	$149.8M

States served

AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL, SD

All web addresses on file

https://pnwadvisory.com/
https://www.robertbulloch.com/
http://www.emfinancialservices.com/about.php
https://www.mohlmanwealthmanagement.com/
https://www.thehendersonfinancialgroup.com/
https://hyacinthhenderson.com/
https://www.financialarchitects-usa.com/

Official SEC filing: View on IAPD