# Cereli Inc.

> Cereli Inc. is a state-registered investment advisory firm in Conyers, GA, registered since 1997, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 25, 2021.

- CRD: 141872
- Filed as: CERELI INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Conyers, GA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141872
- AdvisorCensus page: https://advisorcensus.com/firm/cereli-inc-conyers-ga-141872

## Quick answers

**How is Cereli Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cereli Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cereli Inc. located?**
Cereli Inc.'s principal office is in Conyers, GA, according to its Form ADV.

**Is Cereli Inc. registered with the SEC or a state?**
Cereli Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 141872.

**How much does Cereli Inc. manage?**
Cereli Inc. reports $2,000,000 in regulatory assets under management in its Form ADV filing dated August 25, 2021 (100% discretionary).

**What types of clients does Cereli Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Cereli Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141872

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,000,000
- Discretionary: $2,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cereli.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cereli Inc. (CRD 141872): Form ADV filing data as of October 2026.
