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SB ADVISORY, LLC
CRD 154680File 801-77380
APPROVED
Retail clients
Disclosure events
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.10B
Above cohort median (national)
Discretionary AUM
$11.3M
Non-discretionary $1.09B
Clients
2,732
942 accounts
Employees
35
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 4, 2012
- Principal office
- 3424 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, 30326-1184
- Phone
- 404-704-0406
- Website
- https://claritycap.net/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.10B
- Discretionary AUM
- $11.3M
- Non-discretionary AUM
- $1.09B
- Discretionary accounts
- 106
- Non-discretionary accounts
- 836
- Total accounts
- 942
- AUM per client
- $403K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $13.7M |
| Charitable organizations | 35 | $437.3M |
| High net worth individuals | 113 | $269.9M |
| Pension and profit sharing plans | 35 | $10.4M |
| Individuals (other than high net worth individuals) | 2,521 | $368.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,744 | 2,732 | decreased by12 |
| Jul 1, 2026 | Employees | 29 | 35 | increased by6 |
| Jul 1, 2026 | Clients | 1,574 | 2,744 | increased by1,170 |
| Jul 1, 2026 | AUM | $404,771,341 | $1,101,429,871 | increased by$696,658,530 |
| Jul 1, 2026 | Accounts | 1,540 | 942 | decreased by598 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,045 | 1,574 | increased by529 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $285,851,527 | $404,771,341 | increased by$118,919,814 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,045 | 1,540 | increased by495 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 29 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 698 | 1,045 | increased by347 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $289,873,129 | $285,851,527 | decreased by$4,021,602 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 698 | 1,045 | increased by347 |
| Apr 1, 2022 | Employees | 23 | 35 | increased by12 |
| Apr 1, 2022 | Clients | 461 | 698 | increased by237 |
| Apr 1, 2022 | AUM | $122,629,508 | $289,873,129 | increased by$167,243,621 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SB ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SB ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.