ONE SOURCE ADVISORY SERVICES, LLC

ONE SOURCE ADVISORY SERVICES, LLC of DECATUR, GA is an SEC-registered investment adviser (CRD 150312). Regulatory assets under management: $16.2M.

Registration

• CRD: 150312
• Type: Registered investment adviser
• Location: ONE WEST COURT SQUARE, DECATUR, GA, 30030
• Phone: 404-230-8451
• Latest filing: 2026-03-19
• Regulatory AUM: $16.2M
• Discretionary AUM: $11.1M
• Non-discretionary AUM: $5.2M
• Clients: 1
• Accounts: 97

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 150312 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search