SB ADVISORY, LLC

CRD 154680File 801-77380

APPROVED

Retail clients

Disclosure events

Filing as of Jun 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.10B

Above cohort median (national)

Discretionary AUM

$11.3M

Non-discretionary $1.09B

Clients

2,732

942 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: Dec 4, 2012
Principal office: 3424 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, 30326-1184
Phone: 404-704-0406
Website: https://grabefinancial.com/

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, 5G

Compensation

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
Aug 17, 2026	Clients	2744	2732
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.