SB ADVISORY, LLC
CRD #154680 SEC #801-77380 ATLANTA, GA 404-704-0406
SEC Registered Disclosures
Total AUM
$404.8M
Discretionary
$28.5M
Employees
29
Clients
1
Accounts
1,540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $404.8M | $28.5M | $376.3M | 29 | 0 |
| May 2025 | $404.8M | $28.5M | $376.3M | 29 | 0 |
| Mar 2025 | $285.9M | $21.6M | $264.2M | 29 | 0 |
| Oct 2024 | $285.9M | $21.6M | $264.2M | 29 | 0 |
| Sep 2024 | $285.9M | $21.6M | $264.2M | 29 | 0 |
| Aug 2024 | $285.9M | $21.6M | $264.2M | 29 | 0 |
| May 2024 | $285.9M | $21.6M | $264.2M | 29 | 0 |
| Apr 2024 | $285.9M | $21.6M | $264.2M | 29 | 0 |
| Apr 2023 | $246.8M | $46.5M | $200.3M | 30 | 0 |
| Apr 2022 | $289.9M | $24.7M | $265.2M | 35 | 0 |
| Aug 2021 | $122.6M | $26.6M | $96M | 23 | 0 |
| Aug 2021 | $122.6M | $26.6M | $96M | 23 | 0 |
| Aug 2021 | $122.6M | $26.6M | $96M | 23 | 0 |
| Feb 2021 | $122.6M | $26.6M | $96M | 23 | 0 |
| Jan 2021 | $122.6M | $26.6M | $96M | 23 | 0 |
| Jan 2021 | $136.9M | $93.4M | $43.5M | 23 | 0 |
| Jun 2020 | $136.9M | $93.4M | $43.5M | 23 | 0 |
| Feb 2020 | $136.9M | $93.4M | $43.5M | 23 | 0 |
| Oct 2019 | $600.7M | $513M | $87.7M | 63 | 0 |
| Oct 2019 | $600.7M | $513M | $87.7M | 63 | 0 |
| Oct 2019 | $600.7M | $513M | $87.7M | 63 | 0 |
| May 2019 | $600.7M | $513M | $87.7M | 63 | 0 |
| Apr 2019 | $600.7M | $513M | $87.7M | 63 | 0 |
| Feb 2019 | $600.7M | $513M | $87.7M | 63 | 0 |
| Nov 2018 | $269M | $156.2M | $112.8M | 60 | 0 |
| Sep 2018 | $269M | $156.2M | $112.8M | 60 | 0 |
| Aug 2018 | $269M | $156.2M | $112.8M | 60 | 0 |
| May 2018 | $269M | $156.2M | $112.8M | 60 | 0 |
| Apr 2018 | $269M | $156.2M | $112.8M | 60 | 0 |
| Feb 2018 | $269M | $156.2M | $112.8M | 60 | 0 |
| Mar 2017 | $191.8M | $98.2M | $93.7M | 49 | 600 |
| Mar 2016 | $90.1M | $78.1M | $12M | 38 | 500 |
| Dec 2015 | $73.4M | $47.7M | $25.7M | 38 | 500 |
| Nov 2015 | $73.4M | $47.7M | $25.7M | 38 | 500 |
| Oct 2015 | $73.4M | $47.7M | $25.7M | 38 | 500 |
| Sep 2015 | $73.4M | $47.7M | $25.7M | 38 | 500 |
| Sep 2015 | $73.4M | $47.7M | $25.7M | 38 | 500 |
| Jun 2015 | $73.4M | $47.7M | $25.7M | 38 | 500 |
| Jun 2015 | $73.4M | $47.7M | $25.7M | 38 | 500 |
| May 2015 | $73.4M | $47.7M | $25.7M | 38 | 500 |
| Mar 2015 | $73.4M | $47.7M | $25.7M | 38 | 500 |
| Feb 2015 | $54.5M | $36.9M | $17.6M | 34 | 300 |
| Dec 2014 | $54.5M | $36.9M | $17.6M | 34 | 300 |
| Nov 2014 | $54.5M | $36.9M | $17.6M | 34 | 300 |
| Sep 2014 | $54.5M | $36.9M | $17.6M | 34 | 300 |
| May 2014 | $54.5M | $36.9M | $17.6M | 34 | 300 |
| Apr 2014 | $54.5M | $36.9M | $17.6M | 34 | 300 |
| Mar 2014 | $54.5M | $36.9M | $17.6M | 34 | 300 |
| Jan 2014 | $20M | $10M | $10M | 10 | 26 |
| Nov 2013 | $20M | $10M | $10M | 10 | 26 |
| Oct 2013 | $20M | $10M | $10M | 10 | 26 |
| Aug 2013 | $20M | $10M | $10M | 10 | 26 |
| Aug 2013 | $20M | $10M | $10M | 10 | 26 |
| Jun 2013 | $20M | $10M | $10M | 10 | 26 |
| Mar 2013 | $20M | $10M | $10M | 10 | 26 |
| Feb 2013 | $17.9M | $10.3M | $7.6M | 10 | 26 |
| Jan 2013 | $17.9M | $10.3M | $7.6M | 10 | 26 |
| Nov 2012 | $17.9M | $10.3M | $7.6M | 10 | 26 |
DateOct 2025
Total AUM$404.8M
Discretionary$28.5M
Non-Disc.$376.3M
Employees29
Clients0
DateMay 2025
Total AUM$404.8M
Discretionary$28.5M
Non-Disc.$376.3M
Employees29
Clients0
DateMar 2025
Total AUM$285.9M
Discretionary$21.6M
Non-Disc.$264.2M
Employees29
Clients0
DateOct 2024
Total AUM$285.9M
Discretionary$21.6M
Non-Disc.$264.2M
Employees29
Clients0
DateSep 2024
Total AUM$285.9M
Discretionary$21.6M
Non-Disc.$264.2M
Employees29
Clients0
DateAug 2024
Total AUM$285.9M
Discretionary$21.6M
Non-Disc.$264.2M
Employees29
Clients0
DateMay 2024
Total AUM$285.9M
Discretionary$21.6M
Non-Disc.$264.2M
Employees29
Clients0
DateApr 2024
Total AUM$285.9M
Discretionary$21.6M
Non-Disc.$264.2M
Employees29
Clients0
DateApr 2023
Total AUM$246.8M
Discretionary$46.5M
Non-Disc.$200.3M
Employees30
Clients0
DateApr 2022
Total AUM$289.9M
Discretionary$24.7M
Non-Disc.$265.2M
Employees35
Clients0
DateAug 2021
Total AUM$122.6M
Discretionary$26.6M
Non-Disc.$96M
Employees23
Clients0
DateAug 2021
Total AUM$122.6M
Discretionary$26.6M
Non-Disc.$96M
Employees23
Clients0
DateAug 2021
Total AUM$122.6M
Discretionary$26.6M
Non-Disc.$96M
Employees23
Clients0
DateFeb 2021
Total AUM$122.6M
Discretionary$26.6M
Non-Disc.$96M
Employees23
Clients0
DateJan 2021
Total AUM$122.6M
Discretionary$26.6M
Non-Disc.$96M
Employees23
Clients0
DateJan 2021
Total AUM$136.9M
Discretionary$93.4M
Non-Disc.$43.5M
Employees23
Clients0
DateJun 2020
Total AUM$136.9M
Discretionary$93.4M
Non-Disc.$43.5M
Employees23
Clients0
DateFeb 2020
Total AUM$136.9M
Discretionary$93.4M
Non-Disc.$43.5M
Employees23
Clients0
DateOct 2019
Total AUM$600.7M
Discretionary$513M
Non-Disc.$87.7M
Employees63
Clients0
DateOct 2019
Total AUM$600.7M
Discretionary$513M
Non-Disc.$87.7M
Employees63
Clients0
DateOct 2019
Total AUM$600.7M
Discretionary$513M
Non-Disc.$87.7M
Employees63
Clients0
DateMay 2019
Total AUM$600.7M
Discretionary$513M
Non-Disc.$87.7M
Employees63
Clients0
DateApr 2019
Total AUM$600.7M
Discretionary$513M
Non-Disc.$87.7M
Employees63
Clients0
DateFeb 2019
Total AUM$600.7M
Discretionary$513M
Non-Disc.$87.7M
Employees63
Clients0
DateNov 2018
Total AUM$269M
Discretionary$156.2M
Non-Disc.$112.8M
Employees60
Clients0
DateSep 2018
Total AUM$269M
Discretionary$156.2M
Non-Disc.$112.8M
Employees60
Clients0
DateAug 2018
Total AUM$269M
Discretionary$156.2M
Non-Disc.$112.8M
Employees60
Clients0
DateMay 2018
Total AUM$269M
Discretionary$156.2M
Non-Disc.$112.8M
Employees60
Clients0
DateApr 2018
Total AUM$269M
Discretionary$156.2M
Non-Disc.$112.8M
Employees60
Clients0
DateFeb 2018
Total AUM$269M
Discretionary$156.2M
Non-Disc.$112.8M
Employees60
Clients0
DateMar 2017
Total AUM$191.8M
Discretionary$98.2M
Non-Disc.$93.7M
Employees49
Clients600
DateMar 2016
Total AUM$90.1M
Discretionary$78.1M
Non-Disc.$12M
Employees38
Clients500
DateDec 2015
Total AUM$73.4M
Discretionary$47.7M
Non-Disc.$25.7M
Employees38
Clients500
DateNov 2015
Total AUM$73.4M
Discretionary$47.7M
Non-Disc.$25.7M
Employees38
Clients500
DateOct 2015
Total AUM$73.4M
Discretionary$47.7M
Non-Disc.$25.7M
Employees38
Clients500
DateSep 2015
Total AUM$73.4M
Discretionary$47.7M
Non-Disc.$25.7M
Employees38
Clients500
DateSep 2015
Total AUM$73.4M
Discretionary$47.7M
Non-Disc.$25.7M
Employees38
Clients500
DateJun 2015
Total AUM$73.4M
Discretionary$47.7M
Non-Disc.$25.7M
Employees38
Clients500
DateJun 2015
Total AUM$73.4M
Discretionary$47.7M
Non-Disc.$25.7M
Employees38
Clients500
DateMay 2015
Total AUM$73.4M
Discretionary$47.7M
Non-Disc.$25.7M
Employees38
Clients500
DateMar 2015
Total AUM$73.4M
Discretionary$47.7M
Non-Disc.$25.7M
Employees38
Clients500
DateFeb 2015
Total AUM$54.5M
Discretionary$36.9M
Non-Disc.$17.6M
Employees34
Clients300
DateDec 2014
Total AUM$54.5M
Discretionary$36.9M
Non-Disc.$17.6M
Employees34
Clients300
DateNov 2014
Total AUM$54.5M
Discretionary$36.9M
Non-Disc.$17.6M
Employees34
Clients300
DateSep 2014
Total AUM$54.5M
Discretionary$36.9M
Non-Disc.$17.6M
Employees34
Clients300
DateMay 2014
Total AUM$54.5M
Discretionary$36.9M
Non-Disc.$17.6M
Employees34
Clients300
DateApr 2014
Total AUM$54.5M
Discretionary$36.9M
Non-Disc.$17.6M
Employees34
Clients300
DateMar 2014
Total AUM$54.5M
Discretionary$36.9M
Non-Disc.$17.6M
Employees34
Clients300
DateJan 2014
Total AUM$20M
Discretionary$10M
Non-Disc.$10M
Employees10
Clients26
DateNov 2013
Total AUM$20M
Discretionary$10M
Non-Disc.$10M
Employees10
Clients26
DateOct 2013
Total AUM$20M
Discretionary$10M
Non-Disc.$10M
Employees10
Clients26
DateAug 2013
Total AUM$20M
Discretionary$10M
Non-Disc.$10M
Employees10
Clients26
DateAug 2013
Total AUM$20M
Discretionary$10M
Non-Disc.$10M
Employees10
Clients26
DateJun 2013
Total AUM$20M
Discretionary$10M
Non-Disc.$10M
Employees10
Clients26
DateMar 2013
Total AUM$20M
Discretionary$10M
Non-Disc.$10M
Employees10
Clients26
DateFeb 2013
Total AUM$17.9M
Discretionary$10.3M
Non-Disc.$7.6M
Employees10
Clients26
DateJan 2013
Total AUM$17.9M
Discretionary$10.3M
Non-Disc.$7.6M
Employees10
Clients26
DateNov 2012
Total AUM$17.9M
Discretionary$10.3M
Non-Disc.$7.6M
Employees10
Clients26