Berman Capital Advisors, LLC

Berman Capital Advisors, LLC (CRD# 155419) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,152,381,721 in 1,909 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,152
    MILLION
  • Total Number of Accounts
    1,909
    ACCOUNTS
  • Average Account Value
    $603,657
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, NY, TN, TX

Financial Advisors at Berman Capital Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Cort A. Haber
CRD#: 4930361
3475 Lenox Road, Ste 760, Atlanta, GA 30326
96
Wealthminder
score

Cort Haber (CRD# 4930361) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 12 years of experience in the finance industry. Cort Haber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph P. Mitchell
CRD#: 5162465
3475 Lenox Road, Ste 760, Atlanta, GA 30326
96
Wealthminder
score

Joseph Mitchell (CRD# 5162465) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 11 years of experience in the finance industry. Joseph Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kelly A. Downs
CRD#: 4217109
3475 Lenox Road, Ste 760, Atlanta, GA 30326
93
Wealthminder
score

Kelly Downs (CRD# 4217109) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.

4
Elizabeth D. Lasco
CRD#: 2506654
3475 Lenox Road, Ste 760, Atlanta, GA 30326
93
Wealthminder
score

Elizabeth Lasco (CRD# 2506654) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

5
Wen Y. Tang
CRD#: 5795761
3475 Lenox Road, Ste 760, Atlanta, GA 30326
93
Wealthminder
score

Wen Tang (CRD# 5795761) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.

6
John R. Allen
CRD#: 5454936
3475 Lenox Road, Ste 760, Atlanta, GA 30326
90
Wealthminder
score

John Allen (CRD# 5454936) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

7
Jill B. Asrael
CRD#: 6001851
3475 Lenox Road, Ste 760, Atlanta, GA 30326
89
Wealthminder
score

Jill Asrael (CRD# 6001851) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

8
Mckenna H. Law
CRD#: 5203897
3475 Lenox Road, Ste 760, Atlanta, GA 30326
87
Wealthminder
score

Mckenna Law (CRD# 5203897) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

9
Kenneth S. Stovall
CRD#: 1068508
Johns Creek, GA
63
Wealthminder
score

Kenneth Stovall (CRD# 1068508) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Johns Creek, GA and has over 35 years of experience in the finance industry.

10
Justin Berman
CRD#: 4858475
3475 Lenox Road, Ste 760, Atlanta, GA 30326
58
Wealthminder
score

Justin Berman (CRD# 4858475) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.

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