SB ADVISORY, LLC

CRD #154680 SEC #801-77380 ATLANTA, GA 404-704-0406

SEC Registered Disclosures

Total AUM

$404.8M

Discretionary

$28.5M

Employees

Clients

Accounts

1,540

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: MARCH
Registration Date: --
Latest Filing: Oct 6, 2025
Branch Offices: 22

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BENTLEY-EWERS, JANET, MARIE	I	CCO	NA	Control
BENTLEY-EWERS, JANET, MARIE	I	CCO	NA	Control
BENTLEY-EWERS, JANET, MARIE	I	CCO	NA	Control
BENTLEY-EWERS, JANET, MARIE	I	CCO	NA	Control
BENTLEY-EWERS, JANET, MARIE	I	CCO	NA	Control
BENTLEY-EWERS, JANET, MARIE	I	CCO	NA	Control
BENTLEY-EWERS, JANET, MARIE	I	CCO	NA	Control
BENTLEY-EWERS, JANET, MARIE	I	CCO	NA	Control
BENTLEY-EWERS, JANET, MARIE	I	CCO	NA	Control
BENTLEY-EWERS, JANET, MARIE	I	CCO	NA	Control
BENTON, KATHRYN, RENE'	I	CHIEF OPERATIONS OFFICER	NA	Control
BENTON, KATHRYN, RENE'	I	CHIEF OPERATIONS OFFICER	NA	Control
BENTON, KATHRYN, RENE'	I	CHIEF OPERATIONS OFFICER	NA	Control
BENTON, KATHRYN, RENE'	I	CHIEF OPERATIONS OFFICER	NA	Control
BENTON, KATHRYN, RENE'	I	CHIEF OPERATIONS OFFICER	NA	Control
BENTON, KATHRYN, RENE'	I	CHIEF OPERATIONS OFFICER	NA	Control
BENTON, KATHRYN, RENE'	I	CHIEF OPERATIONS OFFICER	NA	Control
BENTON, KATHRYN, RENE'	I	CHIEF OPERATIONS OFFICER	NA	Control
BENTON, KATHRYN, RENE'	I	CHIEF OPERATIONS OFFICER	NA	Control
FAGANS, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
FAGANS, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
FAGANS, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
FAGANS, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
FAGANS, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
FAGANS, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
FAGANS, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
FAGANS, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
FAGANS, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOUGH, JERVIS, BENNETT	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
MCKENZIE, ALEXYS, ULANDO	I	CEO	NA	Control
PORTWOOD, WILLIAM, BOYCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORTWOOD, WILLIAM, BOYCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORTWOOD, WILLIAM, BOYCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORTWOOD, WILLIAM, BOYCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORTWOOD, WILLIAM, BOYCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORTWOOD, WILLIAM, BOYCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORTWOOD, WILLIAM, BOYCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	COO	NA	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	NA	Control
SADLER, JOQUINN, THOMAS	I	COO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO & CCO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO & CCO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO & CCO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO & CCO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO & CCO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO & CCO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO & CCO	NA	Control
SADLER, JOQUINN, THOMAS	I	COO & CCO	NA	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
IFS GROUP, INC.	DE	OWNER	E	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	E	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	E	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	E	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	E	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	E	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	E	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	E	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	E	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	E	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
MCKENZIE, ALEXYS, ULANDO	I	OWNER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
SADLER, JOQUINN, THOMAS	I	CHIEF OPERATIONS OFFICER	D	Control
PADILLA, DANIEL	I	CCO	B	Control
PADILLA, DANIEL	I	CCO	B	Control
PADILLA, DANIEL	I	CCO	B	Control
PADILLA, DANIEL	I	CCO	B	Control
PADILLA, DANIEL	I	CCO	B	Control
PADILLA, DANIEL	I	CCO	B	Control
PADILLA, DANIEL	I	CCO	B	Control
PADILLA, DANIEL	I	CCO	B	Control
PADILLA, DANIEL	I	CCO	B	Control
PADILLA, DANIEL	I	CCO	B	Control
PADILLA, DANIEL	I	CCO	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
IFS GROUP, INC.	DE	IFS GROUP, INC.	E	Control
IFS GROUP, INC.	DE	IFS GROUP, INC.	E	Control
IFS GROUP, INC.	DE	IFS GROUP, INC.	E	Control
IFS GROUP, INC.	DE	IFS GROUP, INC.	E	Control
IFS GROUP, INC.	DE	IFS GROUP, INC.	E	Control
IFS GROUP, INC.	DE	IFS GROUP, INC.	E	Control
IFS GROUP, INC.	DE	IFS GROUP, INC.	E	Control
IFS GROUP, INC.	DE	IFS GROUP, INC.	E	Control
IFS GROUP, INC.	DE	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control
MCKENZIE, ALEXYS, ULANDO	I	IFS GROUP, INC.	E	Control

Registrations

Federal

Oct 6, 2025 REGISTERED

Notice Filings (48)

AL AR AZ CA CO CT DC DE FL GA IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA WA WI WV

Address

3424 PEACHTREE ROAD NE
SUITE 2200
ATLANTA, GA 30326-1184
United States

Phone: 404-704-0406