Cerner Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cerner Capital Management provides discretionary investment management, financial planning, and advisory consultations primarily to individual clients, and it also offers tax advice and tax-planning consultations for entrepreneurs and other professionals. The firm charges asset-based advisory fees as part of its compensation arrangements and delivers customized, goals‑based plans and ongoing portfolio monitoring.
The firm’s investment process emphasizes fundamental analysis and typically implements growth-and-income portfolios, but the brochure discloses the use of more aggressive, short‑term trading techniques when suitable. It specifically notes that certain separately managed accounts may use derivatives (options, futures, swaps and similar instruments) and may employ borrowing or margin, and it highlights the elevated risks those techniques can introduce.
Cerner’s brochure discloses that the principal is a Certified Public Accountant who may devote a portion of his time to paid tax services, and it explains the potential conflicts when clients purchase both tax and advisory services. Compared with many peers, the firm’s disclosures place particular emphasis on the use of advanced instruments and margin in managed accounts plus detailed personal‑trading controls and conflict‑of‑interest notice around dual roles.
Client services
Expertise
Occupation focus
Fee options
$500 to $50,000 depending on complexity
$0 - $250,000: 2.0% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.5% $750,001 - $1,000,000: 1.0% $1,000,001+: .75%
$225 to $500 per hour (minimum 4 hours)
$900 to $12,000 per year for advisory consultations
Account minimum: $250,000
Main office
2295 Parklake Drive, Suite 350
Atlanta GA 30345
Advisors at this office
1
Most active in
Georgia
Also doing business as
Cerner Capital Management, LLC · Highland Financial Advisory Services · Highland Financial Advisory Services, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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