755 Financial
Firm details
- Headquarters
- Woodstock, Georgia
- CRD number
- 342558
- Registered since
- June 23, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
755 Financial is organized as a limited liability company and registered with the SEC in 2026. The firm describes its core activities as financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The adviser is newly formed, classified as unclassified in the snapshot data, and is not identified as a capital allocator, multi-state adviser, pension consultant, or an active ESG investor. An accounting professional is listed among its industry affiliations.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Jacob Jones
Operations ManagerCRD 7926051
Samuel Feldman
Head of Family Office ServicesCRD 6646549
Graham Bailey
FounderCRD 6878459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodstock, GA
Cherokee
Location
Woodstock, GA
Headquartered in Woodstock, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cherokee
- Address
- 330 Creekstone Rdg
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Shepherd Financial LLC
RIAWoodstock, GA
Turner Wealth Advisory
RIAWoodstock, GA
Legacy Partners Financial Group, LLC
RIAWoodstock, GA
Goodwin Investment Advisory
RIAWoodstock, GA
Surepath Financial Services, LLC
RIAWoodstock, GA
Kanakaris And Associates
RIAWoodstock, GA