Premis Advisors, LLC

RIASEC RegisteredEst. 2018

Total AUM

$214M

Discretionary

$39.8M

19% of AUM

Avg account

$1.6M

Accounts

135

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 283679
Registered since: June 20, 2018
Website: www.premisadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI98.84%
Pooled Investment Vehicles1.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Premis Advisors, LLC is an independent, owner-operated registered investment adviser formed in 2018 and organized as an LLC. The firm serves both high-net-worth individuals and institutional clients and acts as a capital allocator, offering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. Its services also include selecting third‑party advisers. Fee arrangements combine percentages of assets under management with fixed fees. Premis does not identify as an active ESG investor and does not position itself as a pension consultant or multi‑state adviser.