SB ADVISORY, LLC

Atlanta, United States · CRD 154680

SEC-registered investment adviser since 2012 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$1.1bn
Main clients (by assets)Charities 40%, Individuals 33%, High net worth individuals 25%
Websitepnwadvisory.com
Form ADV · 2026-06-29SEC adviser record

Kindinstitutions
Others nearbyAtlanta, GA, Grand Rapids, MI, Winter Park, FL, Sumner, WA, Huntington, NY, Houston, TX

As an employer

Staff (Form ADV)35 · 30 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Atlanta, GA (main office)United States	United States
Grand Rapids, MIUnited States	United States	50
Winter Park, FLUnited States	United States	3
Sumner, WAUnited States	United States	2
Charlotte, NCUnited States	United States	1
Cherry Hill, NJUnited States	United States	1
Houston, TXUnited States	United States	1
Huntington, NYUnited States	United States	1
Lake Orion, MIUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.