SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Investors Asset Management of Georgia Inc
Atlanta, GA
CRD 106796
Firm filing updated September 11, 2026 ·
- $502MAssets
- 529Clients
- 7Advisory staff
- 772Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals221
- High net worth individuals136
- Pension and profit sharing plans92
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 221 | $30.8 million |
| High net worth individuals | 136 | $284.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 92 | $187.1 million |
| Other: "401K/403B/457 AND OTHER MANAGED ACCOUNTS" | 80 | $0 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Publication of periodicals or newsletters
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Assets and accounts
- Regulatory assets$502.0 million
- Accounts772
- DiscretionaryAll accounts
People
- Employees9
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106796, SEC file 801-37633.
- Registered with the SEC as an investment advisor (status date on record: November 1, 1990).
Is Investors Asset Management of Georgia Inc a fiduciary?
Short answer: Investors Asset Management of Georgia Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.