Reported as registered
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
CRD 109040 · SEC 801-57167
MILTON, GA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
364 sourced firms · query 57 ms
Reported as registered
JOURNEY BEYOND WEALTH
CRD 290367 · SEC 801-128161
ROSWELL, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JT STRATFORD, LLC
CRD 155629 · SEC 801-101474
GAINESVILLE, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KDHB V CAPITAL MANAGEMENT, LLC
CRD 307182 · SEC 801-121983
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEYSTONE FINANCIAL GROUP, INC.
CRD 129301 · SEC 801-121415
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KIKER WEALTH MANAGEMENT, LLC
CRD 154405 · SEC 801-79392
JASPER, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
CRD 146655 · SEC 801-68950
ALBANY, GA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
KNOLL VENTURES MANAGEMENT, LLC
CRD 322285 · SEC 802-126478
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LANIER FINANCIAL GROUP LLC
CRD 152945 · SEC 801-129903
ATHENS, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LCG ASSOCIATES, INC.
CRD 105971 · SEC 801-17169
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LCP INSTITUTIONAL, LLC
CRD 325133 · SEC 801-127386
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEGACY PLANNING ADVISORS, LLC
CRD 121289 · SEC 801-112270
SUWANEE, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEVEL 5 CAPITAL PARTNERS, LLC
CRD 304140 · SEC 801-126313
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LINX PARTNERS, LLC
CRD 158607 · SEC 801-74351
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIQUID STRATEGIES, LLC
CRD 170107 · SEC 801-79222
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LOFTIN WEALTH PARTNERS
CRD 305359 · SEC 801-117350
JOHNS CREEK, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LONGVIEW WEALTH MANAGEMENT
CRD 136214 · SEC 801-64708
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LYNX CAPITAL, LLC
CRD 306282 · SEC 801-126217
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAESTRIA PARTNERS LLC
CRD 328822 · SEC 801-134001
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAGELLAN PLANNING GROUP
CRD 338739 · SEC 801-134622
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026