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ALDER FINANCIAL GROUP INC
CRD 108837File 801-118253
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$224.1M
Below cohort median (national)
Discretionary AUM
$224.1M
Clients
65
249 accounts
Employees
3
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 17, 2020
- Principal office
- 300 GALLERIA PKWY, SUITE 600, ATLANTA, GA, 30339
- Phone
- 770-563-8207
- Website
- HTTP://ALDERFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $224.1M
- Discretionary AUM
- $224.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 249
- Non-discretionary accounts
- 0
- Total accounts
- 249
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $248K |
| Charitable organizations | Fewer than 5 | $380K |
| High net worth individuals | 46 | $212.6M |
| Individuals (other than high net worth individuals) | 19 | $10.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.