Data / Investment advisers / Georgia / Alder Financial Group Inc
Alder Financial Group Inc, Atlanta, GA: $224 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alder Financial Group Inc is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $224 million in regulatory assets under management in its Form ADV filed March 5, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Alder Financial Group Inc (CRD number 108837): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108837
- SEC file number
- 801-118253
- SEC status
- Approved, effective March 17, 2020
- Main office
- 300 Galleria Pkwy Suite 600, Atlanta, GA 30339
- Phone
- (770) 563-8207
- Website
- alderfinancial.com
- Regulatory AUM
- $224,134,685 in the Form ADV filed March 5, 2026
- Discretionary AUM
- $224,134,685
- Accounts
- 249
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $212.6 million |
| Individuals (other than high net worth individuals) | 19 | $10.9 million |
| Charitable organizations | Fewer than 5 | $380,085 |
| Corporations or other businesses | Fewer than 5 | $248,463 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $224.1 million | March 5, 2026 |
| December 1, 2025 | $205.6 million | March 10, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Caymus Equity Partners, LLC | Atlanta | $241.6 million | 12 | adviserinfo.sec.gov |
| Greybull Partners LLC | Atlanta | $241 million | Not listed | adviserinfo.sec.gov |
| Eads & Heald Wealth Management | Atlanta | $240.5 million | Not listed | adviserinfo.sec.gov |
| Galleria Financial Advisors, LLC | Atlanta | $239.2 million | Not listed | adviserinfo.sec.gov |
| Cygnus Capital Advisors, LLC | Atlanta | $229.7 million | 1 | adviserinfo.sec.gov |
| Reicon Wealth Advisors, LLC | Atlanta | $220.1 million | 2 | adviserinfo.sec.gov |
| San Blas Advisory, Inc. | Atlanta | $218.9 million | Not listed | adviserinfo.sec.gov |
| Premis Advisors, LLC | Atlanta | $213.9 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Alder Financial Group Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.