Georgia Advisory Group LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 306815
- Website
- www.gaadvisorygroup.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Georgia Advisory Group LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and offers financial planning and discretionary portfolio management targeted at individuals and small businesses. It also operates as an insurance broker alongside its advisory business. The adviser does not identify as an active ESG investor and is not positioned as a capital allocator to third‑party alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3
William Frerking
Financial AdvisorCRD 6795832

Dave Duley
Lead Advisor, PrincipalCRD 2746944

Jack Eason
CRD 8266647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, 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
- Fulton
- Address
- 2440 Old Milton Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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