Updated:
Cerner Capital Management LLC
Cerner Capital Management LLC is an Atlanta-based financial and tax services firm offering CPA, wealthcare, and advisory for business owners and...
Cerner Capital Management LLC
Cerner Capital Management LLC operates as a financial and tax services firm headquartered in Atlanta, Georgia. The company is led by Ray, who manages client relationships and service delivery from the firm's office at 2295 Parklake Drive, Suite 350. The entity has not publicly disclosed its founding year or wealth origin, though its service mix suggests it may manage capital for a single family or a small group of high-net-worth individuals. The firm offers a blend of CPA services, tax preparation, and what it calls 'wealthcare' — advisory focused on financial planning and wealth management. Its target clientele includes business owners, executives, and independent professionals. The firm's website emphasizes affordability, personal service, and a free initial consultation. No investment strategy, asset-class preferences, or portfolio holdings have been disclosed. Cerner Capital Management operates from a single Atlanta office with no additional locations listed. Team size and total professionals remain undisclosed. The firm's service model combines tax and accounting expertise with financial planning, likely on a fee-for-service or AUM-based structure, though specific details are not published. No recent operational events have been publicly reported. As a hybrid tax-and-wealth advisory, Cerner Capital Management differentiates itself from traditional single-family offices by offering CPA services alongside financial planning. This dual-service model may appeal to business owners seeking integrated tax strategy and wealth management under one roof. The firm's small, local operation suggests a boutique approach rather than asset aggregation.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
2295 Parklake Drive, Suite 350, Atlanta, GA 30345, United States
Principals
Ray
Contact
Sector focus
Frequently asked questions
Who runs investment decisions at Cerner Capital Management?
Ray is the primary contact listed for the firm, handling client relationships and service delivery. No separate CIO or investment committee is publicly named.
Is Cerner Capital Management structured as a single family office or a multi-family office?
The firm does not publicly specify. Its service offerings — tax preparation, CPA services, wealthcare — are typical of a small RIA or family-office-style practice, but the ownership structure is not disclosed.
What investment stages or asset classes does Cerner Capital Management target?
The firm has not disclosed any investment strategy, stage preferences, or asset-class focus. Its services are limited to tax, accounting, and financial planning.
Does Cerner Capital Management participate in fund commitments or direct deals?
No public information exists about the firm's participation in funds, direct investments, or co-investments. Its stated services are financial and tax advisory, not asset allocation.
Where does the underlying wealth come from?
Cerner Capital Management has not disclosed the origin of its wealth or the identity of any underlying family or principals beyond the listed contact, Ray.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: