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Persium Advisors, LLC

● SEC registered since 2010CRD 128335SEC# 801-71127Atlanta, GA
Export (members)
Reg. AUM
$583.6M
Employees
13
Accounts
484
Location
Atlanta, GA

Persium Advisors, LLC assets under management

Persium Advisors, LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2010. It reports $583.6 million in regulatory assets under management and employs 13 people.

Persium Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Patrick Andrew Ungashick ControlBoard ChairmanUnder 5%2011
Persium Group, LLC ControlParent CompanyOver 75%2015
Stephen Lyle Griner ControlCeo/Chief Compliance OfficerUnder 5%2011
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Frequently asked questions

How much does Persium Advisors, LLC manage?

Persium Advisors, LLC reports $583.6 million in regulatory assets under management on its Form ADV.

How many employees does Persium Advisors, LLC have?

Persium Advisors, LLC reports 13 employees.

Where is Persium Advisors, LLC located?

Persium Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2010.

Does Persium Advisors, LLC disclose fund performance?

Persium Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2100 Riveredge Parkway, Suite 1230, Atlanta, GA 30328
Phone678-322-3000
Fax678-322-3059
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$583.6M▲ 28%
Mar '25 — $456.3MApr '25 — $456.3MMay '25 — $456.3MJun '25 — $456.3MJul '25 — $456.3MAug '25 — $456.3MSep '25 — $456.3MOct '25 — $456.3MNov '25 — $456.3MDec '25 — $456.3MJan '26 — $456.3MFeb '26 — $456.3MMar '26 — $583.6MApr '26 — $583.6MMay '26 — $583.6MJun '26 — $583.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$583.6Mregulatory AUM
Discretionary $583.6M