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Managing Partner · Sardis Group, LLC

Samuel R. Dunlap III

CRD 4411421 · Named on Form ADV at one SEC-registered adviser

At a glance

Sardis Group, LLC, an SEC-registered asset manager based in Atlanta, GA with $531 million in regulatory assets, lists Samuel R. Dunlap III on its Form ADV as Managing Partner, a control person.

Firms and roles

  • Sardis Group, LLCManaging PartnerAsset manager · Atlanta, GA · $531M in regulatory assets

AtlasMembers

Samuel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Samuel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.