Sardis Group, Llc
- Regulatory AUM
- $531M
- Discretionary
- $531M
- Clients
- 10
- Avg AUM / client
- $53.1M
- Accounts
- 11
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $314M | 59.1% |
| Investment companies | 3 | $159M | 30.0% |
| Insurance companies | 7 | $58.3M | 11.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dunlap Iii, Samuel, Riley | Managing Partner | Oct 2024 (2y) | 50% – 75% | |
| Dumenil, Nicholas, L | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Mc Burnette, Colin, Patrick | Managing Partner | Oct 2024 (2y) | 50% – 75% |
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) | 03/31/2026 | 949 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
- • Fixed fees
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Federal Home Loan Bank Of Atlanta: Fhlbank Atlanta $314M (59% of AUM) Mar 2026
- Wilmington Trust Company $55.1M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗