Georgia Advisory Group Llc
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 306815
· SEC file 801-136538
· Alpharetta, GA
· www.gaadvisorygroup.com
☆ Save with Pro
ADV data as of Aug 11, 2026
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 285
- Avg AUM / client
- $411K
- Accounts
- 288
- Employees
- 2
AUM over time
$117M
$117M
May 20, 2026
Aug 11, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 285 | $117M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dave Mark Duley | Registered representative | Jan 2020 (7y) | ||
| William Andrew Frerking | Registered representative | May 2025 (1y) | ||
| Jack Eason | Registered representative | May 2026 (0y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.15 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 11, 2026.
View current Form ADV (SEC/IAPD) ↗