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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-14-2017
- Office Locations
- 2
Office Locations
About Surepath Financial Services, LLC
Surepath Financial Services, LLC is a fiduciary, state-registered RIA based in Woodstock and Peachtree Corners, Georgia, providing financial planning and discretionary asset management to families and businesses across Georgia and surrounding states. Portfolios primarily use public funds and ETFs, with risk-managed allocation. The firm operates on a Schwab custodial platform.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KENNETH ALAN O'LEARY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1352175
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID LEE MILLER
Financial Advisor, General Partner
- CRD
- #2610660
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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