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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta eagle
- Established Date
- 12-08-1998
- Office Locations
- 1
Office Locations
About Alder Financial Group INC
Alder Financial Group is a boutique Atlanta RIA focused on retirement planning across life stages (building wealth, approaching retirement, and enjoying retirement). The team provides financial planning and portfolio management with an asset-allocation approach emphasizing ETFs and fixed income. NAPFA-registered and custodied at Charles Schwab, they position as a fiduciary, relationship-driven partner for long-term financial independence.
Team overview
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Asset Classes
Custodian
Investment Themes
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Technology
Owner & Executives
CHARLES HEMPHILL WEBB
Chief Compliance Officer, President
- CRD
- #1711187
- Ownership
- 75% or more
Lorraine M Eason
Secretary
- CRD
- #7804301
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,134,685 | $900,139 |
| Non-Discretionary | $0 | -- |
| Total | $224,134,685 | $900,139 |
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Separately Managed Accounts
Total SMA Asset: $224,134,685
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $602,500,674 | 13.9% |
| Corporate - Investment Grade | $450,791,871 | 10.4% |
| Public Funds | $944,929,114 | 21.8% |
| U.S. Government/Agency | $385,773,813 | 8.9% |
| Corporate - Non-Investment Grade | $567,824,376 | 13.1% |
| Cash | $234,065,010 | 5.4% |
| Other | $624,173,360 | 14.4% |
| Municipal Bonds | $524,479,002 | 12.1% |
| Total | $4,334,537,220 | 100.0% |