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Persium Advisors, LLC

Persium Advisors, LLC. CRD 128335

Persium Advisors, LLC logo

CRD: 128335

Persium Advisors, LLC

Atlanta, GA, 30328
6783223000
www.persiumgroup.com
$583.6M Total AUM
$583.6M Disc. AUM
29.2% 3Y CAGR
13 Employees
177 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Ridge meridianCatalyst unison +more
Established Date
03-09-2010
Office Locations
1

Office Locations

2100 Riveredge Pkwy Suite 1230 Atlanta GA

About Persium Advisors, LLC

Persium Advisors (Persium Group) is an independent, SEC-registered, fee-only RIA in Atlanta serving business owners, retirement plan committees, and individual investors. The firm provides wealth management and personal portfolio guidance, retirement plan oversight, and—through its NAVIX and CoVerity teams—business exit planning support. A key differentiator is its Owner to Investor (O2I) framework built for business owners.

Team overview

45 AVG AGE
$53.1M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
8 yrs AVG TENURE
13 Employees
11 Advisory Reps
10 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Crest

Client Personas

Horizon Quantum vertex

Custodian

Unison crest Radial Harbor Glacier Capital bridge Ridge focus

Investment Themes

Radial insight

Investment Vehicles

North

Platform

Foundation peak Pathway Harbor

Services

Eagle harbor Frontier Pioneer Optima Fusion element Timber alpha Prime

Technology

Pioneer Frontier Frontier

Owner & Executives

STEPHEN LYLE GRINER

STEPHEN LYLE GRINER

Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer

CRD
#4468126
Ownership
Less than 5%
(769) 552-5884
vector.quantum@matrixcapital.com
in linkedin.com/in/signal-horizon
PATRICK ANDREW UNGASHICK

PATRICK ANDREW UNGASHICK

Financial Advisor, General Partner

CRD
#3008861
Ownership
Less than 5%
(890) 781-4484
glacier.atlas@focuscapital.com
in linkedin.com/in/prime-insight

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Contacts

WILLIAM CAREY BOWEN IV

WILLIAM CAREY BOWEN IV

Relationship Manager

CRD
#5955126
(943) 429-8087
momentum.matrix@alphacapital.com
in linkedin.com/in/pathway-vertex
Kimberly Conner Brown

Kimberly Conner Brown

Relationship Manager

CRD
#7785431
(661) 343-8064
crest.wave@alphacapital.com
in linkedin.com/in/matrix-delta
E

Ember harbor

Insight eagle glacier

CRD
#86842
(526) 551-5522
glacier.harbor@elementcapital.com
in linkedin.com/in/value-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-16-2022
12-06-2023
11-13-2024
03-25-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $583,630,141 $1,205,847
Non-Discretionary $0 --
Total $583,630,141 $1,205,847

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Separately Managed Accounts

Total SMA Asset: $583,630,141

$583.6M Total SMA
Public Funds:
26.4%
Cash:
25.1%
Equity - Exchange:
9.9%
Municipal Bonds:
16.3%
U.S. Government/Agency:
22.3%
Asset class Assets Assets %
Public Funds $719,731,255 26.4%
Cash $684,289,944 25.1%
Equity - Exchange $269,899,221 9.9%
Municipal Bonds $444,379,525 16.3%
U.S. Government/Agency $607,954,810 22.3%
Total $2,726,254,755 100.0%

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