# 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.

- CRD: 333854
- Filed as: SARDIS GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333854
- AdvisorCensus page: https://advisorcensus.com/firm/sardis-group-llc-atlanta-ga-333854

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $50,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Federal Home Loan Bank of Atlanta
- Wilmington Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $531,190,303
- Discretionary: $531,190,303
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | Fewer than 5 | $313,765,760 |
| Investment companies | 3 | $159,173,419 |
| Insurance companies | 7 | $58,251,124 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sardisfunds.com
- sardisgroup.com
- LinkedIn @sardis-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $198,294,520 | 3 | July 11, 2025 |
| October 2026 | $531,190,303 | 6 | March 31, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sardis Group, LLC (CRD 333854): Form ADV filing data as of October 2026.