# Persium Advisors

Persium Advisors is a Multi Family Office based in Atlanta, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** 2100 Riveredge Parkway, Suite 1230, Atlanta, GA 30328, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** persiumgroup.com
- **LinkedIn:** https://www.linkedin.com/company/persiumgroup

## Regulatory record

- **CRD number:** 128335
- **SEC file number:** 801-71127
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128335

## About

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.

## Questions

### Who runs investment decisions at Persium Advisors?

The firm does not publicly name a chief investment officer or disclose its investment committee membership. Persium operates as a team-based RIA where portfolio decisions on the $583.6 million in discretionary assets are made collectively by investment professionals holding CFA and CFP credentials.

## Related profiles

- [Persistent Venture Fund](https://altss.com/profile/persistent-venture-fund)
- [PERSOL VENTURE PARTNERS](https://altss.com/profile/persol-venture-partners)

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Last updated: 2026-07-06T01:24:23.134Z

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