Sb Advisory, LLC
● SEC registered since 2012CRD 154680SEC# 801-77380Atlanta, GA
Reg. AUM
$1.1B
Employees
35
Accounts
942
Location
Atlanta, GA
Sb Advisory, LLC assets under management
Sb Advisory, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2012. It reports $1.1 billion in regulatory assets under management and employs 35 people.
Sb Advisory, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexys Ulando McKenzie Control | Ceo | Under 5% | 2007 |
| Ifs Group, Inc. Control | Owner | Over 75% | 2015 |
| Peter Botero | Chief Compliance Officer | Under 5% | 2026 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sb Advisory, LLC manage?
Sb Advisory, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Sb Advisory, LLC have?
Sb Advisory, LLC reports 35 employees.
Where is Sb Advisory, LLC located?
Sb Advisory, LLC is based in Atlanta, GA and has been SEC-registered since 2012.
Does Sb Advisory, LLC disclose fund performance?
Sb Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3424 Peachtree Road NE, Suite 2200, Atlanta, GA 30326-1184 |
| Phone | 404-704-0406 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1730909 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.1B▲ 285%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$1.1Bregulatory AUM
Discretionary $11.3MNon-discretionary $1.09B