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Premis Advisors, LLC

Multifamily office listing in Atlanta, Georgia, United States.

Overview

Premis Advisors is an Atlanta-based multi-family office providing wealth management to a limited number of ultra-high-net-worth clients. It was founded in 2016. Investment interests include real estate, energy, and hedge funds. The firm is registered with the SEC as an investment adviser and reported $213.9M in regulatory assets under management on its latest Form ADV. Its reported client types include high net worth individuals and pooled vehicles.

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled vehicles
  • Selection of other advisers

Advisory services reported on Form ADV (Item 5.G)

  • Financial planning
  • Portfolio management (individuals/small business)
  • Portfolio management (pooled vehicles)
  • Selecting other advisers
Clients by type (number of clients, Form ADV Item 5.D)
High net worth individuals (88%)Pooled vehicles (12%)
Regulatory assets under management (Form ADV Item 5.F)
Discretionary$39.8MNon-discretionary$174.2M

Location

See more firms in Georgia and Atlanta.

Sources and last checked
  • SEC Investment Adviser Public Disclosure, Form ADV (CRD 283679), filed 08/14/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
  • Family Office Club research database, 2026 edition

Last checked October 21, 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.

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