FORMATION CAPITAL, LLC

FORMATION CAPITAL
ATLANTA, Georgia·10 registered advisors·CRD# 160400
SEC# 801-802001770-754-9660
01

Firm Overview

AUM
$496M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at FORMATION CAPITAL, LLC

10 registered advisors
Brian Beckwith
ATLANTA, Georgia
Christina Firth
ALPHARETTA, Georgia
David Michael Russ
ATLANTA, Georgia
Joseph Patrick Mcdurmont
ATLANTA, Georgia
Katherine A Boelte
ATLANTA, Georgia
Nela Powell
ATLANTA, Georgia
Pamela Kelly Rosen
ATLANTA, Georgia
Scott E Brown
ATLANTA, Georgia
Stephanie Hamner
ATLANTA, Georgia
Steven Fishman
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
9 advisors
ALPHARETTA, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. FORMATION CAPITAL, LLC (CRD# 160400) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.