AdvisorCensus / Financial advisors / Georgia / Atlanta / Sardis Group, LLC
Sardis Group, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Sardis Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Sardis Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Sardis Group, LLC located?
Sardis Group, LLC's principal office is in Atlanta, GA, according to its Form ADV.
Is Sardis Group, LLC registered with the SEC or a state?
Sardis Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333854.
How much does Sardis Group, LLC manage?
Sardis Group, LLC reports $531,190,303 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Sardis Group, LLC's assets and staff changed since 2025?
In the Form ADV data for Sardis Group, LLC: Regulatory assets under management: $198,294,520 in the October 2025 data and $531,190,303 in the October 2026 data, up 168%. Total employees: 3 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sardis Group, LLC serve?
By number of clients on Form ADV Item 5.D: insurance companies (7); investment companies (3).
Which custodians does Sardis Group, LLC use?
Sardis Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Federal Home Loan Bank of Atlanta and Wilmington Trust as custodians holding 10% or more of its separately managed account assets.
Does Sardis Group, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333854
Does Sardis Group, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum account size for SMA clients is generally $50,000,000. Sardis has discretion to waive or reduce the minimum account size on a case-by-case basis."
What changed in Sardis Group, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 6. Regulatory assets under management went from $198,294,520 to $531,190,303 (+168%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $50,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account size for SMA clients is generally $50,000,000. Sardis has discretion to waive or reduce the minimum account size on a case-by-case basis.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$531,190,303 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 6. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $531,190,303 | 6 | March 31, 2026 |
| October 2025 | $198,294,520 | 3 | July 11, 2025 |
Regulatory assets under management: $198,294,520 in the October 2025 data and $531,190,303 in the October 2026 data, up 168%.
Total employees: 3 in October 2025 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 3 to 6.
- Regulatory assets under management went from $198,294,520 to $531,190,303 (+168%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sardis Group, LLC (CRD 333854): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sardis-group-llc-atlanta-ga-333854