Asset manager · Atlanta, GA
Sardis Group, LLC
SEC-registered investment adviser · CRD 333854 · SEC 801-131640
At a glance
Sardis Group, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $531 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is banking or thrift institutions. By Form ADV it is a asset manager, ranked 1,648th of 3,218 asset managers and 7,589th of 17,210 SEC-registered advisers by assets.
Main office 404-282-5552sardisgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $531M
- Rank among asset managers
- #1,648 of 3,218
- Rank among all SEC RIAs
- #7,589 of 17,210
- Rank in Georgia
- #142 of 331
- Clients
- 10
- Accounts
- 11
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Colin P. McBurnetteManaging Partner
- Samuel R. Dunlap IIIManaging Partner
- Nicholas L DumenilChief Compliance Officer
- Robert A. LangleyChief Operating Officer
Custody and brokerage
2 custodians
- Federal Home Loan Bank of Atlanta$314M85%
- Wilmington Trust$55M15%
Other RIAs using Federal Home Loan Bank of AtlantaOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Banking or thrift institutions | – | $314M | 59% |
| Investment companies | 3 | $159M | 30% |
| Insurance companies | 7 | $58M | 11% |
Disciplinary disclosures
Sardis Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗sardisgroup.com ↗
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The full record on Sardis Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 1,016 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Sardis Group, LLC manage?
Sardis Group, LLC reports $531 million in regulatory assets under management across 11 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Sardis Group, LLC?
Sardis Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Sardis Group, LLC’s clients?
By assets, its largest client types are banking or thrift institutions ($314 million); investment companies ($159 million, 3 clients); insurance companies ($58 million, 7 clients).
Does Sardis Group, LLC have any disciplinary history?
Sardis Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Sardis Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →