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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

SG FINANCIAL ADVISORS, LLC

CRD 133824

SANDY SPRINGS, 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:d8bd4001-d126-4a3a-8e4b-a3ee681d85d3

Data as of Aug 17, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2012 to Aug 17, 2020
16 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $388MItem 5.F on the latest filing (2020-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $387M
Private client RAUM: $388MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 976
Individual clients: 112
High net worth clients: 106
Custody, client assets: $168M
SEC number: 801-67524
CRD: 133824
Filings on the tape: 16
First filed: Apr 2, 2012
Latest filed: Aug 17, 2020
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
GRANT, SAMUEL, JASON	CHIEF EXECUTIVE OFFICER	E	yes	01/2005	Apr 2, 2012	Aug 17, 2020
WOOD, RUSSELL, EUGENE	CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER	B	yes	08/2005	Apr 2, 2012	Aug 17, 2020

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	Offices	Private funds	Fund GAV
2019	Mar 27, 2020	$388M	$387M	4	3	0	n/a	n/a
2018	Mar 26, 2019	$309M	$309M	4	3	0	n/a	n/a
2017	Mar 26, 2018	$286M	$286M	4	2	0	n/a	n/a
2016	Mar 28, 2017	$256M	$256M	4	2	n/a	n/a	n/a
2015	Mar 30, 2016	$206M	$206M	4	2	n/a	n/a	n/a
2014	Mar 18, 2015	$196M	$196M	4	2	n/a	n/a	n/a
2013	Mar 27, 2014	$198M	$198M	1	0	n/a	n/a	n/a
2012	Apr 1, 2013	$190M	$190M	2	1	n/a	n/a	n/a
2011	Apr 2, 2012	$122M	$122M	n/a	n/a	n/a	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
2019	$388M	$309M	25.3%	$256M	14.9%	4	4	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
HOMRICH BERG	2	Jan 2, 2021	Jan 25, 2021	ATLANTA, GA	Team lift out	RIA to RIA	100.0%

Relationships

Controls (2)

← GRANT, SAMUEL, JASONOwnerCHIEF EXECUTIVE OFFICER, ownership code E, individual
Apr 2, 2012 to presentfactForm ADV
← WOOD, RUSSELL, EUGENEOwnerCHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER, ownership code B, individual
Apr 2, 2012 to presentfactForm ADV

Moved with (1)

→ HOMRICH BERGRegistered adviser2 advisors, team lift out, same day
Jan 2, 2021 to Jan 25, 2021factForm ADV

Registered with (4)

← SAMUEL JASON GRANTAdvisorregistration: previous registration
Jan 12, 2005 to Jan 2, 2021factForm ADV
← RUSSELL EUGENE WOODAdvisorregistration: previous registration
Sep 2, 2005 to Jan 2, 2021factForm ADV
← Anna Stastny KeislerAdvisorregistration: previous registration
Oct 11, 2018 to Dec 21, 2020factForm ADV
← TYLER STEVEN BAKERAdvisorregistration: previous registration
May 2, 2017 to Oct 16, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8bd4001-d126-4a3a-8e4b-a3ee681d85d3
First observed: Apr 2, 2012
Last observed: Aug 17, 2020 74 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.

SG FINANCIAL ADVISORS, LLC

CRD 133824

SANDY SPRINGS, 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:d8bd4001-d126-4a3a-8e4b-a3ee681d85d3

Data as of Aug 17, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRANT, SAMUEL, JASON

CHIEF EXECUTIVE OFFICER

yes

01/2005

Apr 2, 2012

Aug 17, 2020

WOOD, RUSSELL, EUGENE

CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER

yes

08/2005

Apr 2, 2012

Aug 17, 2020

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 27, 2020

$388M

$387M

n/a

2018

Mar 26, 2019

$309M

n/a

2017

Mar 26, 2018

$286M

n/a

2016

Mar 28, 2017

$256M

n/a

2015

Mar 30, 2016

$206M

n/a

2014

Mar 18, 2015

$196M

n/a

2013

Mar 27, 2014

$198M

n/a

2012

Apr 1, 2013

$190M

n/a

2011

Apr 2, 2012

$122M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$388M

$309M

25.3%

$256M

14.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HOMRICH BERG

Jan 2, 2021

Jan 25, 2021

ATLANTA, GA

Team lift out

RIA to RIA

100.0%