Nortlov Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nortlov Advisory, LLC provides investment management, investment consulting, financial planning and estate planning to individuals, families, businesses, trusts, estates and a range of institutional clients; the firm’s client descriptions explicitly include insurance companies, banking or thrift institutions, state and municipal entities and, in limited cases, sovereign wealth funds. Services are delivered either directly by Nortlov Advisory or through independent third‑party money managers and include access to private investment funds and participation in wrap‑fee programs.
The firm tailors portfolios to each client’s financial situation and objectives, emphasizing asset allocation and using long‑term and short‑term trading, options strategies, and third‑party manager integration where appropriate. Nortlov conducts initial and ongoing due diligence of money managers and platforms and accepts both asset‑based and negotiated performance‑based fee arrangements, noting procedural safeguards for side‑by‑side management such as limits on trading discretion for performance‑fee accounts.
Nortlov discloses an affiliation with Nortlov Securities, LLC (a broker‑dealer) and describes related conflicts of interest, including recommendations of commissionable insurance or broker‑dealer products and compensation sharing with affiliates; principals may also spend significant time on related industry activities. The brochure also notes use of custodians such as Interactive Brokers and reports zero discretionary assets under management as of September 2023, indicating a relatively small or nascent advisory operation compared with many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning typically range from $500 to $5,000 or more, invoiced monthly or quarterly.
$0 - $2,499,999.99: 2.00% $2,500,000 - $4,999,999.99: 1.75% $5,000,000 - $9,999,999.99: 1.25% $10,000,000 - $24,999,999.99: 1.00% $25,000,000 - $49,999,999.99: 0.75% $50,000,000 - $99,999,999.99: 0.50% $100,000,000+: 0.35%
Hourly rates range from $75 to $500 per hour, billed in 15-minute increments.
Performance-based fees are individually negotiated; no specific rates provided.
Account minimum: $1,000,000 Fee-only: Fees typically range from 0.20% to 2% annually depending on negotiated arrangements and platforms used.
Main office
McDonough GA
Advisors at this office
2
Most active in
Georgia · North Carolina
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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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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
Joquinn S
Series 63, Series 65
McDonough, GA
Nortlov Advisory, LLC
Joquinn Sadler is a financial advisor at Nortlov Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at multiple firms including IBIS Compliance & Financial Services LLC, where he serves as CEO, and Nortlov Group LLC, a holding company he leads as president. Sadler is also president of the Rising Sun Foundation, a nonprofit focused on community initiatives such as youth mentorship and educational programs. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to individuals, families, businesses, and institutional clients including insurance companies and municipal entities. The firm customizes portfolios using asset allocation, trading strategies, and third-party manager integration, and conducts ongoing due diligence on money managers and platforms.
Brian B
CFP®, Series 63
McDonough, GA
Nortlov Advisory, LLC
Brian Biederman is a CFP® with 42 years of industry experience, currently serving at Nortlov Advisory, LLC. His prior roles include positions at Money Concepts Capital Corp., Innovation Partners, and Advanced Financial Concepts, which he owns. Outside of his advisory work, he is active in community service, including volunteer roles at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center and leadership in a Jewish community association. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to a diverse client base, including individuals, families, businesses, trusts, and institutional entities such as insurance companies and municipal organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including asset allocation, options, and third-party manager integration.
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