BERMAN CAPITAL ADVISORS, LLC
CRD #155419 SEC #801-71925 ATLANTA, GA 404-554-4999
SEC Registered Private Funds
Total AUM
$3.3B
Discretionary
$871.1M
Employees
30
Clients
26
Accounts
1,169
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 21, 2021
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ALLEN, JOHN, RUSSELL | I | CHIEF INVESTMENT OFFICER | NA | |
| ASRAEL, JILL, BRODIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASRAEL, JILL, BRODIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASRAEL, JILL, BRODIE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| ASRAEL, JILL, BRODIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASRAEL, JILL, BRODIE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| ASRAEL, JILL, BRODIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASRAEL, JILL, BRODIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASRAEL, JILL, BRODIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASRAEL, JILL, BRODIE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| ASRAEL, JILL, BRODIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWNS, KELLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| Fisher, David, Lee | I | PRESIDENT | NA | Control |
| Fisher, David, Lee | I | PRESIDENT | NA | Control |
| Fisher, David, Lee | I | PRESIDENT | NA | Control |
| Fisher, David, Lee | I | PRESIDENT | NA | Control |
| Fisher, David, Lee | I | PRESIDENT | NA | Control |
| Fisher, David, Lee | I | PRESIDENT | NA | Control |
| Fisher, David, Lee | I | PRESIDENT | NA | Control |
| Fisher, David, Lee | I | PRESIDENT | NA | Control |
| Fisher, David, Lee | I | PRESIDENT | NA | Control |
| Fisher, David, Lee | I | PRESIDENT | NA | Control |
| LASCO, ELIZABETH, DOLYNIUK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASCO, ELIZABETH, DOLYNIUK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASCO, ELIZABETH, DOLYNIUK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASCO, ELIZABETH, DOLYNIUK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOTTEBOHM, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| NOTTEBOHM, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| NOTTEBOHM, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| Niepoky, Eli, Powell | I | CHIEF INVESTMENT OFFICER | NA | |
| Niepoky, Eli, Powell | I | CHIEF INVESTMENT OFFICER | NA | |
| REILLY, WENDELL, SWITZER | I | CHAIRMAN | NA | Control |
| REILLY, WENDELL, SWITZER | I | CHAIRMAN | NA | Control |
| REILLY, WENDELL, SWITZER | I | MEMBER | NA | |
| REILLY, WENDELL, SWITZER | I | MEMBER | NA | |
| REILLY, WENDELL, SWITZER | I | MEMBER | NA | |
| REILLY, WENDELL, SWITZER | I | MEMBER | NA | |
| REILLY, WENDELL, SWITZER | I | MEMBER | NA | |
| REILLY, WENDELL, SWITZER | I | MEMBER | NA | |
| REILLY, WENDELL, SWITZER | I | MEMBER | NA | |
| REILLY, WENDELL, SWITZER | I | MEMBER | NA | |
| REILLY, WENDELL, SWITZER | I | MEMBER | NA | |
| REILLY, WENDELL, SWITZER | I | MEMBER | NA | |
| TANG, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| TANG, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| TANG, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| TANG, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| TANG, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| TANG, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| TANG, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| TANG, WEN, YUAN | I | WEALTH ADVISOR | NA | |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| BERMAN, JUSTIN | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| ASRAEL, JILL, BRODIE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| ASRAEL, JILL, BRODIE | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| REILLY, WENDELL, SWITZER | I | CHAIRMAN | A | Control |
| REILLY, WENDELL, SWITZER | I | CHAIRMAN | A | Control |
| REILLY, WENDELL, SWITZER | I | CHAIRMAN | A | Control |
| REILLY, WENDELL, SWITZER | I | CHAIRMAN | A | |
| REILLY, WENDELL, SWITZER | I | MEMBER, CHAIRMAN | A | |
| REILLY, WENDELL, SWITZER | I | CHAIRMAN | A | Control |
| REILLY, WENDELL, SWITZER | I | CHAIRMAN | A | Control |
| REILLY, WENDELL, SWITZER | I | CHAIRMAN | A | Control |
| REILLY, WENDELL, SWITZER | I | CHAIRMAN | A | Control |
| REILLY, WENDELL, SWITZER | I | MEMBER, CHAIRMAN | A | |
| REILLY, WENDELL, SWITZER | I | MEMBER, CHAIRMAN | A | |
| REILLY, WENDELL, SWITZER | I | MEMBER, CHAIRMAN | A | |
| REILLY, WENDELL, SWITZER | I | MEMBER, CHAIRMAN | A | |
| REILLY, WENDELL, SWITZER | I | MEMBER, CHAIRMAN | A | |
| REILLY, WENDELL, SWITZER | I | MEMBER, CHAIRMAN | A |
Registrations
Federal
IA
Jul 21, 2021 REGISTERED
Notice Filings (11)
AL CA FL GA IL LA MA NY OH TN TX
Address
3445 PEACHTREE ROADSTE 1400
ATLANTA, GA 30326
United States
Phone: 404-554-4999