ADVISOR FINANCIAL SERVICES, LLP
SEC file number 801-60222
· WOODSTOCK, GA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$512M
Discretionary AUM
$512M
Employees
16
Clients
1000
Firm
- Address
- 302 CREEKSTONE RIDGE
WOODSTOCK, GA 30188 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Deloitte Financial Advisory Services LLP Medium name-match confidence · CIK 1590831 · NY
- FSB Financial Services, Inc. Medium name-match confidence · CIK 1671206 · IA
- Asaak Financial Services Ltd Medium name-match confidence · CIK 1822345 · NY
- Atlas Financial Services, Inc. Medium name-match confidence · CIK 1844126 · CA
- CNB FINANCIAL SERVICES INC Medium name-match confidence · CIK 1113336 · WV
- EJF Financial Services Fund, LP Medium name-match confidence · CIK 1510157 · VA
- Movik Financial Services Inc. Medium name-match confidence · CIK 2159548 · FL
- PEOPLES FINANCIAL SERVICES CORP. Medium name-match confidence · CIK 1056943 · PA
- Tierra Financial Services, L.L.C. Medium name-match confidence · CIK 2090387 · AZ
- AdvisorNet Financial, Inc Medium name-match confidence · CIK 1409362 · MN
- Brown Box Financial Services, Inc. Medium name-match confidence · CIK 1666025 · TX
- KINGSWAY FINANCIAL SERVICES INC Medium name-match confidence · CIK 1072627 · IL
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Movik Financial Services Inc. · D · Oct 9, 2026$325K
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Movik Financial Services Inc. · D · Oct 9, 2026$4.5M
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Deloitte Financial Advisory Services LLP · D/A · Sep 15, 2026
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FSB Financial Services, Inc. · D · Sep 8, 2026$13.3M
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FSB Financial Services, Inc. · D · May 15, 2026$30M
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AdvisorNet Financial, Inc · D · Apr 21, 2026
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Tierra Financial Services, L.L.C. · D · Mar 27, 2026
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EJF Financial Services Fund, LP · D · Mar 12, 2026
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Deloitte Financial Advisory Services LLP · D · Jan 22, 2026
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Deloitte Financial Advisory Services LLP · D · Jan 22, 2026
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Atlas Financial Services, Inc. · D · Dec 23, 2025$1.9M
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CNB FINANCIAL SERVICES INC · D · Oct 3, 2025$20M
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Deloitte Financial Advisory Services LLP · D · Sep 18, 2025
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PEOPLES FINANCIAL SERVICES CORP. · D · Jun 20, 2025$85M
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AdvisorNet Financial, Inc · D · Apr 15, 2025
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EJF Financial Services Fund, LP · D · Mar 12, 2025
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KINGSWAY FINANCIAL SERVICES INC · D · Feb 25, 2025$6M
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Deloitte Financial Advisory Services LLP · D · Jan 23, 2025
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Deloitte Financial Advisory Services LLP · D · Jan 23, 2025
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Deloitte Financial Advisory Services LLP · D · Jan 23, 2025