{
  "crd_number": 333854,
  "slug": "sardis-group-llc-atlanta-ga-333854",
  "primary_business_name": "SARDIS GROUP, LLC",
  "legal_name": "SARDIS GROUP, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-16",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 531190303.0,
  "raum_discretionary": 531190303.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "banking_thrift": {
      "raum": 313765760.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 58251124.0,
      "count": 7
    },
    "investment_companies": {
      "raum": 159173419.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [
    "https://linkedin.com/company/sardis-group-llc",
    "https://sardisfunds.com",
    "https://sardisgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333854",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/sardis-group-llc-atlanta-ga-333854",
  "display_name": "Sardis Group, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Sardis Group, LLC (CRD 333854): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Sardis Group, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Sardis Group, LLC located?",
      "a": "Sardis Group, LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Sardis Group, LLC registered with the SEC or a state?",
      "a": "Sardis Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333854."
    },
    {
      "q": "How much does Sardis Group, LLC manage?",
      "a": "Sardis Group, LLC reports $531,190,303 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sardis Group, LLC's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Sardis Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: insurance companies (7); investment companies (3)."
    },
    {
      "q": "Which custodians does Sardis Group, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Sardis Group, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Sardis Group, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Sardis Group, LLC's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 198294520.0,
      "total_employees": 3,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 531190303.0,
      "total_employees": 6,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Federal Home Loan Bank of Atlanta",
      "name_as_filed": "FEDERAL HOME LOAN BANK OF ATLANTA",
      "affiliated": false
    },
    {
      "name": "Wilmington Trust",
      "name_as_filed": "WILMINGTON TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/sardis-group-llc-atlanta-ga-333854.md",
  "clients": [
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 313765760.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 159173419.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 58251124.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333854",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}