Metric Financial, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 33324
- Registered since
- July 20, 1993
- Website
- metricfin.com
Firm profile
FINTRXOverview
Metric Financial, LLC is organized as a limited liability company and has been SEC-registered since 1993. FINTRX classifies the firm as "Unclassified" and identifies its owner type as a mix of a domestic entity and an individual. The snapshot indicates the firm is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX does not populate several core profile fields for Metric Financial: client segments, fee schedules, and a description of advisory or business activities are not listed in the available data. That lack of detail limits visibility into the firm's target clients, service model, and investment approach.
Assets & Accounts
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
Owners & executives
3 of 3
Devery Cagle
CEO and FounderCRD 2981159

Sharon Jones
Chief Compliance OfficerCRD 3124470
John Grella
CEOCRD 6757707
Contacts
3 of 23
John Williams
Managing DirectorCRD 4225657

Becky Lightman
Financial AdviserCRD 5373242

Avi Rutstein
Managing DirectorCRD 4552625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, 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
- 1180 W Peachtree Stnw
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Carter, Terry & Company, Inc.
Broker-DealerAtlanta, GA
Truist Securities, Inc.
Broker-DealerAtlanta, GA
DAI Securities, LLC
Broker-DealerAtlanta, GA
Regions Securities LLC
Broker-DealerAtlanta, GA
Register Financial Associates, Inc.
Broker-DealerAtlanta, GA
Truist Investment Services, Inc.
Broker-DealerAtlanta, GA