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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2021
- Office Locations
- 15
Office Locations
About HB Wealth
HB Wealth (formerly Homrich Berg, founded 1989) is a fee-only fiduciary RIA providing integrated financial planning, investment management, and family office services for individuals and select multigenerational families. The firm builds personalized portfolios targeting risk-adjusted returns with transparent service tiers, and has been consistently recognized in national RIA rankings (Barron’s, Forbes, Financial Planning, Financial Advisor Magazine).
Team overview
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Accredited Investors
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Owner & Executives
ANDREW JOHN BERG
Certified Financial Planner, Chairman Of The Board
- CRD
- #2641722
- Ownership
- Less than 5%
THOMAS MCLEMORE CARROLL
Chief Executive Officer, Principal
- CRD
- #4199835
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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ROBIN SANDERS AIKEN
Principal
- CRD
- #2996864
NATHAN RICHARDSON ALLEN III
--
- CRD
- #2392046
Showing 2 of 167 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,911,915,361 | $1,065,396 |
| Non-Discretionary | $3,246,486,581 | $3,655,953 |
| Total | $30,158,401,942 | $1,153,373 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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