AUMdb

Sard Wealth Management Group, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 123457 · SEC file 801-68891 · Atlanta, GA · WWW.SARDWEALTH.COM
☆ Save with Pro ADV data as of Feb 10, 2026
Regulatory AUM
$464M
Discretionary
$431M
Clients
325
Avg AUM / client
$1.4M
Accounts
1,127
Employees
3

AUM over time

$96.9M $464M
Feb 15, 2012 Feb 10, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026

Investments (13F portfolio — 60 positions, $183,922,821)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 First Tr Exchange Traded Fd DORSEY WRT 5 ETF $28,300,130 468,254 15.4% 6.1%
2 Fidelity Merrimack Str Tr TOTAL BD ETF $26,438,104 579,529 14.4% 5.7%
3 Vanguard Index Fds TOTAL STK MKT $17,882,509 55,742 9.72% 3.85%
4 Invesco Exchange Traded Fd T S&P500 EQL WGT $17,300,135 90,142 9.41% 3.73%
5 Schwab Strategic Tr US DIVIDEND EQ $14,033,520 457,416 7.63% 3.02%
6 Spdr Series Trust STATE STREET SPD $14,030,491 96,139 7.63% 3.02%
7 Ishares Tr CORE S&P SCP ETF $8,917,521 71,736 4.85% 1.92%
8 Ishares Tr CORE S&P TTL STK $8,618,226 60,509 4.69% 1.86%
9 Capital Group International SHS $5,269,120 159,140 2.86% 1.14%
10 Vanguard Specialized Funds DIV APP ETF $4,967,577 23,099 2.7% 1.07%
11 Pimco Etf Tr ENHAN SHRT MA AC $3,292,404 32,737 1.79% 0.71%
12 Apple Inc COM $3,158,779 12,446 1.72% 0.68%
13 Invesco Exch Traded Fd Tr Ii S&P500 LOW VOL $2,901,383 39,669 1.58% 0.63%
14 T Rowe Price Etf Inc CAP APPRECIATION $2,285,276 64,211 1.24% 0.49%
15 Microsoft Corp COM $1,654,512 4,470 0.9% 0.36%
16 Amazon Com Inc COM $1,631,379 7,833 0.89% 0.35%
17 Procter & Gamble Co COM $1,541,105 10,670 0.84% 0.33%
18 Mckesson Corp COM $1,368,023 1,581 0.74% 0.29%
19 Exxon Mobil Corp COM $1,277,559 7,530 0.69% 0.28%
20 Nvidia Corporation COM $1,274,637 7,309 0.69% 0.27%
21 Home Depot Inc COM $1,026,041 3,120 0.56% 0.22%
22 Berkshire Hathaway Inc Del CL B NEW $887,958 1,853 0.48% 0.19%
23 Southern Co COM $817,453 8,469 0.44% 0.18%
24 Dimensional Etf Trust US CORE EQUITY 2 $801,507 20,626 0.44% 0.17%
25 Innovator Etfs Trust QUITY MANAGD FLR $776,385 21,926 0.42% 0.17%

Top 25 of 60 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 164 $52.5M 11.3%
High net worth individuals 155 $382M 82.2%
Pension and profit sharing plans 6 $29.9M 6.45%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Jonathan Sard President And Chief Compliance Officer CFP Jan 1997 (30y) 75% or more
Craig Bober Registered representative CFP Feb 2026 (1y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/10/2026 902 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Hourly charges
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Pension consulting services
  • • Other services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.

View current Form ADV (SEC/IAPD) ↗