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GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673File 801-63967
APPROVED
Retail clients
Custody
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$239.2M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $239.2M
Clients
140
140 accounts
Employees
2
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 23, 2005
- Principal office
- 3300 RIVERWOOD PARKWAY, SUITE 700, ATLANTA, GA, 30339
- Phone
- 770-790-3714
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $239.2M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $239.2M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 140
- Total accounts
- 140
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $9.0M |
| Charitable organizations | Fewer than 5 | $9.7M |
| High net worth individuals | 61 | $205.0M |
| Individuals (other than high net worth individuals) | 71 | $15.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- Yes
- 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.