Estate Management Counselors,llc
● SEC registered since 2018CRD 126624SEC# 801-113235Atlanta, GA
Reg. AUM
$294.3M
Employees
4
Accounts
1,018
Location
Atlanta, GA
Estate Management Counselors,llc assets under management
Estate Management Counselors,llc is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2018. It reports $294.3 million in regulatory assets under management and employs 4 people.
Estate Management Counselors,llc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sean Garnet Todd Control | Owner/ Member/ Chief Compliance Officer | Over 75% | 1998 |
Frequently asked questions
How much does Estate Management Counselors,llc manage?
Estate Management Counselors,llc reports $294.3 million in regulatory assets under management on its Form ADV.
How many employees does Estate Management Counselors,llc have?
Estate Management Counselors,llc reports 4 employees.
Where is Estate Management Counselors,llc located?
Estate Management Counselors,llc is based in Atlanta, GA and has been SEC-registered since 2018.
Does Estate Management Counselors,llc disclose fund performance?
Estate Management Counselors,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5064 Roswell Road, Suite C-300, Atlanta, GA 30342 |
| Phone | 404-250-9798 |
| Fax | 404-250-1971 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$294.3M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$294.3Mregulatory AUM
Discretionary $294.3M