$213.9M Total AUM
$39.8M Disc. AUM
4.6% 3Y CAGR
1 Employees
8 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-22-2016
- Office Locations
- 1
Office Locations
3344 Peachtree Road, NE Suite 800 Atlanta GA
About Premis Advisors, LLC
Premis Advisors is an independent, fiduciary RIA providing comprehensive wealth management to a limited number of families, focused on risk management, investment strategy, and legacy/estate planning for future generations. The firm also supports entrepreneurs with business-succession planning and constructs portfolios using ETFs, fixed income, and select alternatives, with reporting via Black Diamond.
Team overview
37 AVG AGE
$213.9M AVG AUM / ADVISOR
$26.7M AVG AUM / CLIENT
10 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Insight optima
Asset Classes
Legacy Quantum vector Eagle Catalyst
Client Personas
Ridge frontier
Investment Themes
Vertex
Investment Vehicles
Unison beacon Element
Platform
Focus harbor
Services
Momentum Glacier pathway Radial legacy Horizon horizon Foundation eagle
Owner & Executives
B
BRADLEY THOMAS CHITTY
Chief Compliance Officer, Chief Investment Officer, FOUNDER
- CRD
- #5551903
- Ownership
- 75% or more
(704) 326-2547
alpha.harbor@alphacapital.com
in linkedin.com/in/peak-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,787,551 | $663,126 |
| Non-Discretionary | $174,160,222 | $2,322,136 |
| Total | $213,947,773 | $1,584,798 |
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Separately Managed Accounts
Total SMA Asset: $211,474,290
Other:
24.0% Public Funds:
6.9% Equity - Exchange:
17.0% Cash:
17.7% Municipal Bonds:
25.9% U.S. Government/Agency:
8.5% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,527,046,112 | 24.0% |
| Public Funds | $439,025,757 | 6.9% |
| Equity - Exchange | $1,081,657,663 | 17.0% |
| Cash | $1,126,196,508 | 17.7% |
| Municipal Bonds | $1,647,937,262 | 25.9% |
| U.S. Government/Agency | $540,828,831 | 8.5% |
| Total | $6,362,692,133 | 100.0% |