Sb Advisory, LLC

SB Advisory, LLC is an investment advisory firm based in Atlanta, Georgia, registered with the Securities & Exchange Commission since 2009. The firm is owned by IFS Group and manages assets totaling $285,851,527 as of March 31, 2024. The firm offers advisory management services through various programs such as RBC accounts, Advisor Choice Program, AssetMark Programs, Brinker Capital, and more. Clients have the option to impose restrictions on the management of their assets, including discretionary or non-discretionary management. The firm's investment strategies include asset allocation programs, investing in undervalued stocks, and utilizing various analysis methods such as technical, fundamental, and qualitative analysis. SB Advisory charges fees based on the total annualized value of assets under management, with fees ranging from 1.25% to 2.00%. The firm may also earn compensation through cash sweep revenue sharing arrangements with its affiliated broker-dealer, San Blas Securities. SB Advisory does not accept performance-based fees or engage in side-by-side management. The firm upholds a Code of Ethics, ensuring high standards of business conduct and fiduciary duty to clients. Clients receive quarterly statements from the custodian holding their assets, and the firm does not vote proxies on behalf of clients. SB Advisory has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.