FinAcura Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FinAcura Advisory LLC provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients, and corporations or business entities, with fiduciary obligations when advising retirement accounts. Typical investment vehicles include equities, mutual funds, ETFs, fixed income, and Treasury inflation‑protected securities, and each engagement is documented with an Investment Policy Statement.
The firm tailors plans to client goals and risk tolerances and generally manages accounts on a discretionary basis, using a mix of charting, cyclical, fundamental and technical analysis to inform decisions. Implemented strategies range from long‑ and short‑term trading to margin and options transactions, and accounts are reviewed at least quarterly while custody is required at a specified broker‑dealer.
Notable differences from many independent peers include serving corporate/business clients in addition to individuals — a client mix that can resemble institutional mandates — and managing approximately $7.6 million across a relatively small number of accounts. The brochure also discloses that the firm’s principal maintains outside full‑time employment and that the adviser does not aggregate trades for multiple client accounts, practices that can affect trade execution and operational capacity.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,001+: 0.80%
$150 per hour, fees negotiable
Account minimum: $100,000
Main office
410 Peachtree Pkwy, Suite 4245
Cumming GA 30041
Advisors at this office
1
Most active in
Georgia
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.
Forms ADV
Quick links
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