SG FINANCIAL ADVISORS, LLC
CRD #133824 SEC #801-67524 SANDY SPRINGS, GA 404-459-0027
SEC Registered
Total AUM
$387.7M
Discretionary
$386.7M
Employees
4
Clients
1
Accounts
976
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 17, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRANT, SAMMY, J. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GRANT, SAMUEL, J. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GRANT, SAMUEL, J. | I | MANAGING MEMBER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | MANAGING MEMBER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | MANAGING MEMBER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | MANAGING MEMBER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | MANAGING MEMBER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | MANAGING MEMBER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | MANAGING MEMBER | E | Control |
| GRANT, SAMUEL, JASON | I | MANAGING MEMBER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| GRANT, SAMUEL, JASON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| WOOD, RUSSELL, E | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, E | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| WOOD, RUSSELL, E | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, E | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| WOOD, RUSSELL, E | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, E | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| WOOD, RUSSELL, E | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, E | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, E | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| WOOD, RUSSELL, E | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, E | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| WOOD, RUSSELL, E | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, E | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
| WOOD, RUSSELL, EUGENE | I | CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Aug 17, 2020 REGISTERED
Notice Filings (5)
FL GA NC NY TX
Address
333 SANDY SPRINGS CIRCLE, N.E.SUITE 121
SANDY SPRINGS, GA 30328
United States
Phone: 404-459-0027