$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
29 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-11-1997
- Office Locations
- 1
Office Locations
-- Stockbridge GA
About Cereli Inc.
Cereli Inc. is a retail registered investment advisor that pairs investment management with tax planning, positioning itself as a resource for clients navigating investing and taxation. The firm focuses on financial planning and portfolio construction (asset allocation across equities, fixed income, mutual funds, and some ETFs). Accounts opened through Cereli can consolidate outside bank and credit card activity in one view, with a debit card option.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$333.3K AVG AUM / CLIENT
29.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Eagle summit
Client Personas
Frontier
Investment Themes
Radial
Investment Vehicles
Timber
Services
Optima ember Fusion wave
Owner & Executives
R
RUEL CLARKE SAMUELS JR
PRINCIPAL
- CRD
- #1211906
- Ownership
- 75% or more
(309) 215-9600
capital.atlas@glaciercapital.com
in linkedin.com/in/north-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
Equity - OTC:
37.0% Corporate - Investment Grade:
11.8% Public Funds:
32.4% Cash:
8.2% Equity - Exchange:
10.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,365,941,437 | 37.0% |
| Corporate - Investment Grade | $754,543,485 | 11.8% |
| Public Funds | $2,071,797,367 | 32.4% |
| Cash | $524,343,778 | 8.2% |
| Equity - Exchange | $677,810,250 | 10.6% |
| Total | $6,394,436,317 | 100.0% |