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BERMAN CAPITAL ADVISORS, LLC
BERMAN CAPITAL ADVISORS, LLC
ATLANTA, Georgia
·
8 registered advisors
·
CRD# 155419
SEC# 801-71925
2
404-554-4999
01
Firm Overview
AUM
$3.3B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BERMAN CAPITAL ADVISORS, LLC
8 registered advisors
David Lee Fisher
ATLANTA, Georgia
CRD# 6935865
Eli Powell Niepoky
ATLANTA, Georgia
CRD# 6915647
Jill Brodie Asrael
ATLANTA, Georgia
CRD# 6001851
John Russell Allen
ATLANTA, Georgia
CRD# 5454936
Justin Berman
ATLANTA, Georgia
CRD# 4858475
Kelly Ann Downs
ATLANTA, Georgia
CRD# 4217109
Wendell Switzer Reilly
ATLANTA, Georgia
CRD# 6033625
Wen Yuan Nottebohm
ATLANTA, Georgia
CRD# 5795761
05
Office Locations
ATLANTA, Georgia
8 advisors
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Data sourced from SEC Form ADV filings. BERMAN CAPITAL ADVISORS, LLC (CRD# 155419) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.