CRD: 125160
Cerner Capital Management, LLC
$28.0M Total AUM
$28.0M Disc. AUM
-- 3Y CAGR
3 Employees
152 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-14-2003
- Office Locations
- 1
Office Locations
2295 Parklake Drive Suite 350 Atlanta GA
About Cerner Capital Management, LLC
Cerner Capital Management, LLC is a Georgia-based advisory and CPA firm providing personal financial planning, estate planning and elder-care guidance alongside tax planning and preparation for business owners, executives and independent professionals. Portfolios emphasize asset allocation with significant ETF usage and may also use mutual funds and fixed income. Custody includes Charles Schwab.
Team overview
56 AVG AGE
$28.0M AVG AUM / ADVISOR
$184.3K AVG AUM / CLIENT
23.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
RAYMOND LARRY PAYNE JR.
Financial Planning Advisor
- CRD
- #4629008
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,014,402 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,014,402 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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