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SARDIS GROUP, LLC
CRD 333854File 801-131640
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.