Berman Capital Advisors, LLC

Berman Capital Advisors, LLC (CRD# 155419) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,719,354,669 in 773 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,719
    MILLION
  • Total Number of Accounts
    773
    ACCOUNTS
  • Average Account Value
    $3,517,923
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, FL, GA, IL, LA, NY, TN, TX

Financial Advisors at Berman Capital Advisors, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Jill B. Asrael
CRD#: 6001851
3445 Peachtree Road, Ste 1400, Atlanta, GA 30326

Jill Asrael (CRD# 6001851) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

2
Justin Berman
CRD#: 4858475
3445 Peachtree Road, Ste 1400, Atlanta, GA 30326

Justin Berman (CRD# 4858475) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

3
Kelly A. Downs
CRD#: 4217109
3445 Peachtree Road, Ste 1400, Atlanta, GA 30326

Kelly Downs (CRD# 4217109) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

4
David L. Fisher
CRD#: 6935865
3445 Peachtree Road, Ste 1400, Atlanta, GA 30326

David Fisher (CRD# 6935865) 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.

5
Serina Hasanji
CRD#: 7058941
3445 Peachtree Road, Ste 1400, Atlanta, GA 30326

Serina Hasanji (CRD# 7058941) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Serina Hasanji 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.

6
Shannon D. James
CRD#: 5856894
3445 Peachtree Road, Ste 1400, Atlanta, GA 30326

Shannon James (CRD# 5856894) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

7
Joseph P. Mitchell
CRD#: 5162465
3445 Peachtree Road, Ste 1400, Atlanta, GA 30326

Joseph Mitchell (CRD# 5162465) 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. 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.

8
Charles J. Nesmith
CRD#: 5954753
3445 Peachtree Road, Ste 1400, Atlanta, GA 30326

Charles Nesmith (CRD# 5954753) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 9 years of experience in the finance industry. Charles Nesmith 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.

9
Eli P. Niepoky
CRD#: 6915647
3445 Peachtree Road, Ste 1400, Atlanta, GA 30326

Eli Niepoky (CRD# 6915647) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

10
Wen T. Nottebohm
CRD#: 5795761
3445 Peachtree Road, Ste 1400, Atlanta, GA 30326

Wen Nottebohm (CRD# 5795761) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Wen Nottebohm 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.

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