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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PERSIUM ADVISORS, LLC

CRD 128335

ATLANTA, 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:2b8061e5-eef7-e901-d81e-9e045d7f4e6f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 2
On other graphs: 0
Observed: Mar 29, 2012 to Mar 31, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.67 fund_share=0.0 institutional_share=0.31 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $584MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $584M
Private client RAUM: $392MderivedItem 5.D individuals plus high net worth individuals
Private client share: 67%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $48.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 11
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 484
Individual clients: 81
High net worth clients: 77
SEC number: 801-71127
CRD: 128335
Filings on the tape: 32
First filed: Mar 29, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, GA
Website: persiumgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PATRICK ANDREW UNGASHICK	n/a	ATLANTA, GA	16	28	2	no
MICHAEL CLAYTON MURRAY	Certified Financial Planner	ATLANTA, GA	16	16	n/a	no
STEPHEN LYLE GRINER	Chartered Financial Analyst	ATLANTA, GA	16	24	2	no
RAYMOND RUSSELL PROPHATER	n/a	ATLANTA, GA	14	27	1	no
WILLIAM CAREY BOWEN	Certified Financial Planner	ATLANTA, GA	13	15	n/a	no
Joel Thomas Rabanal	n/a	ATLANTA, GA	5	11	1	no
Kimberly Conner Brown	n/a	ATLANTA, GA	2	10	n/a	no
ALEXEI VICTOROVICH LUTSAYEV	n/a	ATLANTA, GA	2	13	1	no
Francine Payne	n/a	ATLANTA, GA	1	22	n/a	no
Alison Nicole Gould	n/a	ATLANTA, GA	0	13	n/a	no
Phillip Nelson	Chartered Financial Analyst	ATLANTA, GA	0	21	4	no
Anna Jeltje Hubert	n/a	ATLANTA, GA	0	11	n/a	no

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
GRINER ENTERPRISES HOLDINGS, INC.	Member	C	yes	01/2015	Mar 27, 2015	Nov 13, 2024
GRINER, STEPHEN, LYLE	Shareholder	E	yes	01/2010	Mar 29, 2012	Nov 13, 2024
GRINER, STEPHEN, LYLE	PRESIDENT, COO, CHIEF COMPLIANCE OFFICER	Na	yes	01/2011	Mar 29, 2012	Nov 13, 2024
PERSIUM GROUP, LLC	PARENT COMPANY	E	yes	01/2015	Mar 29, 2019	Nov 13, 2024
PU CONSULTING, INC.	Member	C	yes	01/2015	Mar 29, 2012	Nov 13, 2024
UNGASHICK, PATRICK, ANDREW	Shareholder	E	yes	10/2010	Mar 29, 2012	Nov 13, 2024
UNGASHICK, PATRICK, ANDREW	CEO/MANAGING MEMBER	Na	yes	01/2011	Mar 29, 2012	Nov 13, 2024

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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$584M	$584M	13	11	1	n/a	n/a
2024	Mar 25, 2025	$456M	$456M	11	9	0	n/a	n/a
2023	Mar 22, 2024	$437M	$437M	11	9	0	n/a	n/a
2022	Mar 20, 2023	$280M	$280M	11	9	0	n/a	n/a
2021	Mar 29, 2022	$254M	$254M	7	7	0	n/a	n/a
2020	Mar 19, 2021	$200M	$200M	7	7	0	n/a	n/a
2019	Mar 26, 2020	$176M	$176M	7	7	0	n/a	n/a
2018	Mar 29, 2019	$135M	$135M	7	7	0	n/a	n/a
2017	Mar 29, 2018	$108M	$108M	6	6	0	n/a	n/a
2016	Mar 14, 2017	$87.6M	$87.6M	6	6	n/a	n/a	n/a
2015	Mar 29, 2016	$68.4M	$68.4M	6	6	n/a	n/a	n/a
2014	Mar 27, 2015	$72.5M	$72.5M	9	8	n/a	n/a	n/a
2013	Mar 6, 2014	$49.0M	$48.1M	8	8	n/a	n/a	n/a
2012	Mar 27, 2013	$39.4M	$38.4M	7	7	n/a	n/a	n/a
2011	Mar 29, 2012	$32.2M	$31.2M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

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
2025	$584M	$456M	27.9%	$280M	27.7%	13	11	1	0

Relationships

Registered with (14)

← Anna Jeltje HubertAdvisorregistration: current employment
Aug 19, 2026 to presentfactForm ADV
← Phillip NelsonAdvisorregistration: current employment
Jun 9, 2026 to presentfactForm ADV
← Alison Nicole GouldAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← Francine PayneAdvisorregistration: current employment
Sep 17, 2025 to presentfactForm ADV
← ALEXEI VICTOROVICH LUTSAYEVAdvisorregistration: current employment
May 9, 2024 to presentfactForm ADV
← Kimberly Conner BrownAdvisorregistration: current employment
Oct 24, 2023 to presentfactForm ADV
← Joel Thomas RabanalAdvisorregistration: current employment
Jan 19, 2021 to presentfactForm ADV
← WILLIAM CAREY BOWENAdvisorregistration: current employment
Jul 22, 2013 to presentfactForm ADV
← RAYMOND RUSSELL PROPHATERAdvisorregistration: current employment
Jan 4, 2012 to presentfactForm ADV
← STEPHEN LYLE GRINERAdvisorregistration: current employment
Jul 21, 2010 to presentfactForm ADV
← MICHAEL CLAYTON MURRAYAdvisorregistration: current employment
Jun 30, 2010 to presentfactForm ADV
← PATRICK ANDREW UNGASHICKAdvisorregistration: current employment
Apr 9, 2010 to presentfactForm ADV
← Mark Erven MeyerAdvisorregistration: previous registration
Jul 7, 2010 to Sep 4, 2012factForm ADV
← EDMUND ALAN FORTIERAdvisorregistration: previous registration
Apr 9, 2010 to Feb 4, 2011factForm ADV

Controls (5)

← UNGASHICK, PATRICK, ANDREWOwnerSHAREHOLDER, ownership code E, individual
Mar 29, 2012 to Nov 13, 2024factForm ADV
← GRINER, STEPHEN, LYLEOwnerSHAREHOLDER, ownership code E, individual
Mar 29, 2012 to Nov 13, 2024factForm ADV
← GRINER ENTERPRISES HOLDINGS, INC.OwnerMEMBER, ownership code C, domestic entity
Mar 27, 2015 to Nov 13, 2024factForm ADV
← PERSIUM GROUP, LLCOwnerPARENT COMPANY, ownership code E, domestic entity
Mar 29, 2019 to Nov 13, 2024factForm ADV
← PU CONSULTING, INC.OwnerMEMBER, ownership code C, domestic entity
Mar 29, 2012 to Nov 13, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Persium Advisors, Llc reported RAUM $583.6M, up 28% from $456.3M (2026-01-08 to 2026-03-31)
Form ADVobserved 5 days ago
$127M
Occurred
Mar 22, 2024
Regulatory AUM changed
Persium Advisors, Llc reported RAUM $436.5M, up 56% from $280.4M (2024-01-08 to 2024-03-22)
Form ADVobserved 5 days ago
$156M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b8061e5-eef7-e901-d81e-9e045d7f4e6f
First observed: Mar 29, 2012
Last observed: Mar 31, 2026 5 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.

PERSIUM ADVISORS, LLC

CRD 128335

ATLANTA, 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:2b8061e5-eef7-e901-d81e-9e045d7f4e6f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:36 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PATRICK ANDREW UNGASHICK

n/a

ATLANTA, GA

MICHAEL CLAYTON MURRAY

Certified Financial Planner

ATLANTA, GA

n/a

STEPHEN LYLE GRINER

Chartered Financial Analyst

ATLANTA, GA

RAYMOND RUSSELL PROPHATER

n/a

ATLANTA, GA

WILLIAM CAREY BOWEN

Certified Financial Planner

ATLANTA, GA

n/a

Joel Thomas Rabanal

n/a

ATLANTA, GA

Kimberly Conner Brown

n/a

ATLANTA, GA

n/a

ALEXEI VICTOROVICH LUTSAYEV

n/a

ATLANTA, GA

Francine Payne

n/a

ATLANTA, GA

n/a

Alison Nicole Gould

n/a

ATLANTA, GA

n/a

Phillip Nelson

Chartered Financial Analyst

ATLANTA, GA

Anna Jeltje Hubert

n/a

ATLANTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRINER ENTERPRISES HOLDINGS, INC.

Member

yes

01/2015

Mar 27, 2015

Nov 13, 2024

GRINER, STEPHEN, LYLE

Shareholder

yes

01/2010

Mar 29, 2012

Nov 13, 2024

GRINER, STEPHEN, LYLE

PRESIDENT, COO, CHIEF COMPLIANCE OFFICER

yes

01/2011

Mar 29, 2012

Nov 13, 2024

PERSIUM GROUP, LLC

PARENT COMPANY

yes

01/2015

Mar 29, 2019

Nov 13, 2024

PU CONSULTING, INC.

Member

yes

01/2015

Mar 29, 2012

Nov 13, 2024

UNGASHICK, PATRICK, ANDREW

Shareholder

yes

10/2010

Mar 29, 2012

Nov 13, 2024

UNGASHICK, PATRICK, ANDREW

CEO/MANAGING MEMBER

yes

01/2011

Mar 29, 2012

Nov 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$584M

n/a

2024

Mar 25, 2025

$456M

n/a

2023

Mar 22, 2024

$437M

n/a

2022

Mar 20, 2023

$280M

n/a

2021

Mar 29, 2022

$254M

n/a

2020

Mar 19, 2021

$200M

n/a

2019

Mar 26, 2020

$176M

n/a

2018

Mar 29, 2019

$135M

n/a

2017

Mar 29, 2018

$108M

n/a

2016

Mar 14, 2017

$87.6M

n/a

2015

Mar 29, 2016

$68.4M

n/a

2014

Mar 27, 2015

$72.5M

n/a

2013

Mar 6, 2014

$49.0M

$48.1M

n/a

2012

Mar 27, 2013

$39.4M

$38.4M

n/a

2011

Mar 29, 2012

$32.2M

$31.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$584M

$456M

27.9%

$280M

27.7%