AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 78 | $0.0 |
| Average Individual AUM | $391,026 | |
| HNW | 52 | $0.1 |
| Average HNW AUM | $2,346,154 | |
| Retail Total | 130 | $0.2 |
| Average Retail AUM | $1,173,077 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.1 |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | ST. PETERSBURG-FL-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 55% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 30% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 11% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRIAN HENDERSON | ATLANTA | GA | S66|2000-10-02 | ||||||
| GAINES HENDERSON | ATLANTA | GA | S63|1980-11-25|S65|1993-11-01 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 13% | 4 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.0 | 16% | 4 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.0 | 2% | 4 | 0 | 0% |
| 2021-04-05 | $0.1 | $0.0 | 21% | 4 | 0 | 0% |
| 2020-04-01 | $0.1 | $0.0 | 27% | 3 | 1 | 33% |
| 2014-04-01 | $0.1 | $0.1 | 102% | 2 | 2 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| GA, AL-04/17/2019, FL-04/17/2019, GA-04/17/2019, NC-06/08/2023, NY-04/17/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV