Georgia Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Georgia Advisory Group serves retail investors with discretionary portfolio management and complementary financial planning, retirement planning, and tax services. Accounts are custodied at Charles Schwab, the firm generally requires a $250,000 minimum, and client accounts are monitored at least monthly.
The firm manages portfolios on a discretionary basis and emphasizes individual equities, narrow ETFs, and options strategies focused on writing calls and covered puts, while allowing clients to impose reasonable restrictions. It also offers tax services through an in-house CPA who bills separately from advisory fees.
Notably, a small advisory team supports a relatively large client roster, resulting in a higher client load per advisor than is typical for similarly sized supported firms, and the firm focuses on retail rather than a high-net-worth niche. Advisors are licensed insurance agents who may earn commissions from insurance or annuity sales — a disclosed potential conflict — and the firm separates advisory and tax billing to reduce overlapping compensation.
Client services
Expertise
Fee options
$0 - $500,000: 2.00% per year $501,000 - $1,000,000: 1.75% per year $1,000,001 - $2,000,000: 1.50% per year $2,000,001+: 1.25% per year
Licensed insurance agents may earn commissions from sales of insurance or annuity products
Negotiable financial planning fees based on scope of work
Account minimum: $250,000
Main office
2440 Old Milton Pkwy Suite 200
Alpharetta GA 30009-3213
Advisors at this office
3
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
William F
Series 66
Alpharetta, GA
Georgia Advisory Group LLC
William Frerking II is a financial advisor with Georgia Advisory Group LLC, holding a Series 66 credential and nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management Inc. since 2017. Outside of his advisory role, he serves as head of the Board of Stewardship for Living Faith Lutheran Church and coaches varsity football and junior varsity basketball at Wesleyan School. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm emphasizes individual equities, select ETFs, and options strategies, managing client accounts on a discretionary basis while supporting a relatively large client roster for its size.
Dave D
Series 63, Series 66
Alpharetta, GA
Georgia Advisory Group LLC
Dave Duley is a financial advisor with Georgia Advisory Group LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Georgia Advisory Group LLC since 2008. In addition to his advisory role, he is the 100% owner of Georgia Advisory Group, Inc., an independent insurance agency licensed since 1982. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm emphasizes individual equities, narrow ETFs, and options strategies, and manages portfolios on a discretionary basis while allowing client-imposed restrictions.
Jack E
Series 65
Alpharetta, GA
Georgia Advisory Group LLC
Jack Eason is a financial advisor with Georgia Advisory Group LLC and holds the Series 65 designation. He has experience working with the Department of Defense - Army since 2021 and previously attended the United States Military Academy and New Berlin High School. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm focuses on individual equities, narrow ETFs, and options strategies, and manages client accounts on a discretionary basis with monthly monitoring.
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