Feltman & Co. LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Feltman & Co. LLC is a small registered investment adviser that primarily manages pooled and institutional assets rather than a broad retail client base; as of January 1, 2026 the firm reports approximately $2,118,871 in discretionary assets under management and operates with one advisor. It provides continuous discretionary portfolio management and investment advice, generally charging percentage-of-assets fees that are billed quarterly.
The firm develops a written investment policy for each client based on an investment questionnaire and ongoing discussions, then implements portfolios using fundamental, technical, and cyclical analysis across equities, mutual funds, and fixed income. Feltman & Co. may employ option strategies (covered calls and purchased puts), structured products, and margin trading when consistent with client suitability, and delivers quarterly performance reports with at least annual client reviews.
Distinctive aspects compared with many peers include the combination of a very small asset base and active use of leveraged or specialized instruments—margin, options, and structured products—which can increase portfolio complexity and risk. Other noteworthy disclosures include the firm’s constructive custody via authority to deduct fees, an explicit policy not to vote client proxies (clients receive proxies directly), and a recommendation to custody at Charles Schwab with attendant custodial services and benefits disclosed as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $10,000,000: 1.60% Above $10,000,000+: 1.00%
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia · Texas
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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