Alder Financial Group Inc
● SEC registered since 2020CRD 108837SEC# 801-118253Atlanta, GA
Reg. AUM
$224.1M
Employees
3
Accounts
249
Location
Atlanta, GA
Alder Financial Group Inc assets under management
Alder Financial Group Inc is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2020. It reports $224.1 million in regulatory assets under management and employs 3 people.
Alder Financial Group Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Hemphill Webb Control | President/Chief Compliance Officer | Over 75% | 1995 |
| Lorraine M Eason Control | Exec Vp / Secretary | 10-25% | 2023 |
Frequently asked questions
How much does Alder Financial Group Inc manage?
Alder Financial Group Inc reports $224.1 million in regulatory assets under management on its Form ADV.
How many employees does Alder Financial Group Inc have?
Alder Financial Group Inc reports 3 employees.
Where is Alder Financial Group Inc located?
Alder Financial Group Inc is based in Atlanta, GA and has been SEC-registered since 2020.
Does Alder Financial Group Inc disclose fund performance?
Alder Financial Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Galleria Pkwy, Suite 600, Atlanta, GA 30339 |
| Phone | 770-563-8207 |
| Office hours | 9:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$224.1M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$224.1Mregulatory AUM
Discretionary $224.1M