Golden Years Advisory, LLC
● SEC registered since 2026CRD 151640SEC# 801-135590Duluth, GA
Reg. AUM
$111.1M
Employees
2
Accounts
532
Location
Duluth, GA
Golden Years Advisory, LLC assets under management
Golden Years Advisory, LLC is an SEC-registered investment adviser based in Duluth, GA. The firm has been registered since 2026. It reports $111.1 million in regulatory assets under management and employs 2 people.
Golden Years Advisory, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sam F. Evans Control | Managing Member And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Golden Years Advisory, LLC manage?
Golden Years Advisory, LLC reports $111.1 million in regulatory assets under management on its Form ADV.
How many employees does Golden Years Advisory, LLC have?
Golden Years Advisory, LLC reports 2 employees.
Where is Golden Years Advisory, LLC located?
Golden Years Advisory, LLC is based in Duluth, GA and has been SEC-registered since 2026.
Does Golden Years Advisory, LLC disclose fund performance?
Golden Years Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6340 Sugarloaf Parkway, Suite 200, Duluth, GA 30097 |
| Phone | 770-828-8303 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.1MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$111.1Mregulatory AUM
Discretionary $111.1M