Persium Advisors

Overview

Persium Advisors launched in 2004 under the name White Horse Advisors, an independently owned firm that converted to an SEC-registered investment adviser in 2010. That registration formalized a product-neutral, fee-only operating model. The firm sits inside Persium Group, LLC alongside two sister teams — NAVIX, which handles exit planning for business owners, and CoVerity, which advises retirement plan committees — allowing Persium to address the concentrated equity and liquidity events that define its core business-owner client base. Discretionary assets under management stood at roughly $583.6 million as of December 31, 2025 (per the firm, 2025), with an additional $955.2 million in pension assets on which the firm provides non-discretionary consulting advice. The investment approach spans public-market portfolio construction, retirement-plan governance, and pre-exit wealth-building for entrepreneurs, delivered through the proprietary Owner to Investor (O2I) framework. Clients are individuals, high-net-worth families, trusts, estates, and business entities distributed across the United States, served from the firm’s single office in Atlanta, Georgia. Persium’s registered-investment-adviser structure and its triple-specialist model — wealth management, exit planning, and retirement-plan fiduciary support — separate it from many lifestyle RIAs. The firm deploys institutional discipline for individual clients, operating a product-neutral investment-selection process that avoids commission-based conflicts. Specific portfolio holdings and external manager relationships are not publicly disclosed. As of year-end 2025, the firm reported discretionary-managed client assets of $583.6 million, a figure that anchors Persium in the mid-tier RIA category nationally. The firm does not disclose succession plans or ownership percentages among its principals. Its structural differentiator is a single-group architecture that integrates the three distinct advisory functions — managing personal assets, orchestrating a business exit, and overseeing qualified retirement plans — under one Atlanta-based roof, a configuration designed to capture the full lifecycle of a business owner's balance sheet without outsourcing the pivot points.