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SARDIS GROUP, LLC
CRD 333854File 801-131640
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$531.2M
Above cohort median (national)
Discretionary AUM
$531.2M
Clients
10
11 accounts
Employees
6
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 16, 2025
- Principal office
- 4200 NORTHSIDE PARKWAY, BUILDING 4, SUITE 300, ATLANTA, GA, 30327
- Phone
- (404) 282-5552
- Website
- https://www.sardisgroup.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $531.2M
- Discretionary AUM
- $531.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11
- Non-discretionary accounts
- 0
- Total accounts
- 11
- AUM per client
- $53.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 7 | $58.3M |
| Investment companies | 3 | $159.2M |
| Banking or thrift institutions | Fewer than 5 | $313.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 6 | increased by3 |
| Apr 1, 2026 | Clients | 7 | 10 | increased by3 |
| Apr 1, 2026 | AUM | $198,294,520 | $531,190,303 | increased by$332,895,783 |
| Apr 1, 2026 | Accounts | 8 | 11 | increased by3 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SARDIS GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SARDIS GROUP” 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.