PERSIUM ADVISORS, LLC

CRD 128335File 801-71127

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$583.6M

Above cohort median (national)

Discretionary AUM

$583.6M

Clients

177

484 accounts

Employees

Above cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 9, 2010
Principal office: 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA, 30328
Phone: 678-322-3000
Website: HTTPS://WWW.PERSIUMGROUP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $583.6M
Discretionary AUM: $583.6M
Non-discretionary AUM: $0
Discretionary accounts: 484
Non-discretionary accounts: 0
Total accounts: 484
AUM per client: $3.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$10.7M
Charitable organizations	Fewer than 5	$709K
High net worth individuals	77	$362.5M
Pension and profit sharing plans	13	$180.1M
Individuals (other than high net worth individuals)	81	$29.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
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 11

This 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.