Updated:Jul 6, 2026

SB Advisory LLC

SB ADVISORY, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2012. The firm manages $405 million in assets, with $29 million on a...

SB Advisory LLC

SB ADVISORY, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2012. The firm manages $405 million in assets, with $29 million on a discretionary basis. It has 35 employees and 29 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

New York, NY, United States

Who is the principal behind SB Advisory LLC?

The name of the principal or family behind SB Advisory LLC has not been publicly disclosed. No public records, including corporate filings or press releases, identify the individual or family. The firm's ownership structure remains private.

What investment strategy does SB Advisory follow?

No investment strategy has been publicly stated. The firm does not have a disclosed website or public commentary describing its approach. Its lack of public profile makes it impossible to confirm if it makes direct investments, fund commitments, or other allocations.

How large is SB Advisory LLC's AUM?

AUM is undisclosed. The firm has not publicly reported any assets under management, and no external publication has estimated its size. It remains one of the more opaque family offices in the New York area.

What sectors does SB Advisory invest in?

No sector focus has been publicly identified. The firm's portfolio composition, if any, is unknown. Without public filings or press coverage, there is no way to determine its preferred asset classes.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.