Berman Capital Advisors, LLC

Overview

Berman Capital Advisors, LLC is a Georgia limited liability company with its principal office in Atlanta and additional offices, including one in Jacksonville, Florida.¹ Its Form ADV reported approximately 30 employees, including 13 in investment advisory functions and 15 registered investment adviser representatives.¹ The firm’s Form CRS identified high net worth retail investors as its target clients.²

History

Berman Capital Advisors announced its tenth anniversary in December 2020.³ At that time, the firm reported approximately $3 billion in assets under management, more than 200 clients across the country and a team of more than 30 employees.³

Leadership

Justin Berman was identified as founder and chief executive officer in the firm’s 2020 anniversary coverage.³ Jill Asrael signed the firm’s Form ADV as chief financial officer and chief compliance officer.¹

Services

The firm’s Form CRS described investment consulting, overall wealth management and family office services.² Advisory services were available on both discretionary and non discretionary bases.² The firm stated that it regularly monitored client account investments and discussed investments and changes in clients’ financial circumstances by phone, email and face to face meetings.² The anniversary article also described estate planning strategies, tax planning strategies and financing options alongside investment guidance.³

What the firm offers

• Investment management
• Tax planning
• Estate planning

Client focus

The firm’s stated target clients were high net worth retail investors.² Its 2020 anniversary article described a focus on high net worth individuals and family offices.³ The same article reported more than 200 clients across the country at that time.³

Investment philosophy and approach

A 2021 research publication said the firm emphasized long term investing intended to compound risk adjusted returns.⁴ The publication also identified alternative investment strategies as a research focus for diversification and risk adjusted return objectives.⁴

Assets and minimums

The anniversary article reported approximately $3 billion in assets under management as of 2020.³ The general minimum account size stated in the firm’s Form CRS was $5 million, subject to discretionary waiver.² The Form CRS described asset based and fixed fee arrangements, with fees negotiable and specified in each investment advisory agreement.²

FAQs

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Sources

1. Form ADV , filed July 21, 2021, accessed October 23, 2026.
2. Form CRS , dated June 2, 2020, accessed October 23, 2026.
3. Metro Atlanta CEO anniversary article , December 15, 2020, accessed October 23, 2026.
4. Berman Capital Advisors Research , 2021, accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.