Binnerinvestments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing portfolio management and standalone financial planning to individual and high-net-worth clients, tailoring an Investment Policy Statement to each client’s goals, risk tolerance, and time horizon. As of May 2026 it managed approximately $640,000 in discretionary assets for a single client.
Its investment approach emphasizes long-term trading while drawing on a wide mix of analytical methods — charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — to construct portfolios of mutual funds, equities, ETFs (including precious-metal ETFs), fixed income (including TIPS) and non-U.S. securities. The firm typically requests discretionary trading authority and delivers quarterly custodian reports while documenting client risk profiles in written policy statements.
Notable differences from many peers include a requirement that clients custody assets with specific custodians (Equity Trust Company and Altruist Financial LLC) and a policy not to aggregate block trades across client accounts, which the brochure notes may affect execution. The firm, formed in mid‑2025, delivers financial planning as a one-time engagement unless additional services are agreed and discloses the possibility of receiving soft-dollar research or services from custodians, a potential conflict it describes in its disclosures.
Client services
Expertise
Fee options
Fixed financial planning fees range from $100 to $10,000, negotiated per engagement.
$25,000 - $100,000: 2.00% $100,001 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $25,000
Main office
45 N Kimbell Street
Forsyth GA 31029
Advisors at this office
1
Most active in
Georgia
Also doing business as
Binnerinvestments · Binnerinvestments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)