DIVIDENDS & MORE

DIVIDENDS & MORE is an SEC-registered investment adviser (CRD 125313). Regulatory assets under management: $20.1M.

Registration

• CRD: 125313
• Type: Registered investment adviser
• Phone: 404-947-6129
• Latest filing: 2026-02-19
• Regulatory AUM: $20.1M
• Discretionary AUM: $20.1M
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125313 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search