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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

AFS ADVISORS, LLC

CRD 156180

SUWANEE, GA

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Search this name across graphsid dfx:ria:1fe5a1f2-1c2b-ea06-6c74-45c3f90e9ffa

Data as of Oct 21, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 1
Observed: Dec 19, 2017 to Oct 21, 2021
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

AFS Advisors, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $4.6BItem 5.F on the latest filing (2021-10-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.6B
Private client RAUM: $228MderivedItem 5.D individuals plus high net worth individuals
Private client share: 5%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 230
Individual clients: 117
High net worth clients: 68
Custody, client assets: $45.7M
SEC number: 801-112322
CRD: 156180
Filings on the tape: 13
First filed: Dec 19, 2017
Latest filed: Oct 21, 2021
Organised: Limited Liability Company, Georgia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRANDON SPROLES, INC.	Owner	D	yes	12/2010	Dec 19, 2017	Oct 21, 2021
ERIC C. LOYD, INC.	Owner	D	yes	12/2010	Dec 19, 2017	Oct 21, 2021
LOYD, ERIC, CHRISTOPHER	CHIEF COMPLIANCE OFFICER	E	yes	12/2010	Dec 19, 2017	Oct 21, 2021
LOYD, ERIC, CHRISTOPHER	CHIEF COMPLIANCE OFFICER	Na	yes	12/2010	Dec 19, 2017	Oct 21, 2021
SPROLES, BRANDON, KEITH	CHIEF OPERATING OFFICER / CHIEF INVESTMENT OFFICER	E	yes	12/2010	Dec 19, 2017	Oct 21, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2020	Mar 22, 2021	$4.6B	$4.6B	6	3	n/a	n/a
2019	Mar 17, 2020	$3.8B	$3.8B	5	4	n/a	n/a
2018	Mar 26, 2019	$3.0B	$3.0B	5	4	n/a	n/a
2017	Mar 28, 2018	$142M	$142M	5	4	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$4.6B	$3.8B	21.4%	$142M	219.4%	6	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTHSPIRE RETIREMENT ADVISORY	3	Mar 31, 2022	Dec 21, 2021	SUWANEE, GA	Firm absorbed	Other	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVANCED FINANCIAL STRATEGISTS INC	2	Mar 8, 2018	Mar 18, 2011	LAWRENCEVILLE, GA	Team lift out	Other	66.7%

Relationships

Controls (4)

← LOYD, ERIC, CHRISTOPHEROwnerCHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 19, 2017 to presentfactForm ADV
← SPROLES, BRANDON, KEITHOwnerCHIEF OPERATING OFFICER / CHIEF INVESTMENT OFFICER, ownership code E, individual
Dec 19, 2017 to presentfactForm ADV
← BRANDON SPROLES, INC.OwnerOWNER, ownership code D, domestic entity
Dec 19, 2017 to presentfactForm ADV
← ERIC C. LOYD, INC.OwnerOWNER, ownership code D, domestic entity
Dec 19, 2017 to presentfactForm ADV

Registered with (3)

← RICHARD LEWIS HOLLANDAdvisorregistration: previous registration
May 15, 2012 to Mar 31, 2022factForm ADV
← ERIC CHRISTOPHER LOYDAdvisorregistration: previous registration
Mar 18, 2011 to Mar 31, 2022factForm ADV
← BRANDON KEITH SPROLESAdvisorregistration: previous registration
Mar 17, 2011 to Mar 31, 2022factForm ADV

Moved with (2)

→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviser3 advisors, firm absorbed, same day
Mar 31, 2022 to Dec 21, 2021factForm ADV
← ADVANCED FINANCIAL STRATEGISTS INCRegistered adviser2 advisors, team lift out, same day
Mar 8, 2018 to Mar 18, 2011factForm ADV

Dated events

Occurred
Mar 31, 2022
Firm absorbed
Afs Advisors, LLC's advisors moved to Wealthspire Retirement Advisory (Suwanee, GA): 3 of 3 registered, on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Mar 31, 2022
Advisor changed firm
Eric Christopher Loyd left Afs Advisors, Llc for Wealthspire Retirement Advisory (registered 2021-12-21)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Advisor changed firm
Brandon Keith Sproles left Afs Advisors, Llc for Wealthspire Retirement Advisory (registered 2021-12-20)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Advisor changed firm
Richard Lewis Holland left Afs Advisors, Llc for Wealthspire Retirement Advisory (registered 2021-12-20)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2020
Regulatory AUM changed
Afs Advisors, Llc reported RAUM $3.8B, up 27% from $3.0B (2019-08-02 to 2020-03-17)
Form ADVobserved 4 days ago
$801M
Occurred
Oct 23, 2018
Regulatory AUM changed
Afs Advisors, Llc reported RAUM $3.3B, up 2220% from $142.1M (2018-03-28 to 2018-10-23)
Form ADVobserved 4 days ago
$3.2B
Occurred
Dec 19, 2017
First Form ADV filing
Afs Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fe5a1f2-1c2b-ea06-6c74-45c3f90e9ffa
First observed: Dec 19, 2017
Last observed: Oct 21, 2021 59 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AFS ADVISORS, LLC

CRD 156180

SUWANEE, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fe5a1f2-1c2b-ea06-6c74-45c3f90e9ffa

Data as of Oct 21, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:11 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRANDON SPROLES, INC.

Owner

yes

12/2010

Dec 19, 2017

Oct 21, 2021

ERIC C. LOYD, INC.

Owner

yes

12/2010

Dec 19, 2017

Oct 21, 2021

LOYD, ERIC, CHRISTOPHER

CHIEF COMPLIANCE OFFICER

yes

12/2010

Dec 19, 2017

Oct 21, 2021

LOYD, ERIC, CHRISTOPHER

CHIEF COMPLIANCE OFFICER

yes

12/2010

Dec 19, 2017

Oct 21, 2021

SPROLES, BRANDON, KEITH

CHIEF OPERATING OFFICER / CHIEF INVESTMENT OFFICER

yes

12/2010

Dec 19, 2017

Oct 21, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 22, 2021

$4.6B

n/a

2019

Mar 17, 2020

$3.8B

n/a

2018

Mar 26, 2019

$3.0B

n/a

2017

Mar 28, 2018

$142M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$4.6B

$3.8B

21.4%

$142M

219.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTHSPIRE RETIREMENT ADVISORY

Mar 31, 2022

Dec 21, 2021

SUWANEE, GA

Firm absorbed

Other

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVANCED FINANCIAL STRATEGISTS INC

Mar 8, 2018

Mar 18, 2011

LAWRENCEVILLE, GA

Team lift out

Other

66.7%