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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 10, 2025 and March 5, 2026, reported AUM increased 9.0%, from $205.6M to $224.1M.
Across 5 reported observations, AUM increased 40.2% between March 16, 2022 and March 5, 2026, from $159.9M to $224.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 133 clients, or 44.3 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Alder Financial Group INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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| 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
SMA allocation detail is available
Alder Financial Group INC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.