THE KLAUSMAN GROUP

THE KLAUSMAN GROUP is an SEC-registered investment adviser (CRD 286505). Regulatory assets under management: $24.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 286505
• Type: Registered investment adviser
• Phone: 770-880-6759
• Latest filing: 2026-01-13
• Regulatory AUM: $24.7M
• Discretionary AUM: $20.1M
• Non-discretionary AUM: $4.7M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Hourly.

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 286505 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search