# BALES FINANCIAL ADVISORS, INC

BALES FINANCIAL ADVISORS, INC of CUMMING, GA is an SEC-registered investment adviser.

## Registration

- CRD: 309477
- Type: SEC-registered investment adviser
- Location: 212 WEBB STREET, CUMMING, GA, 30040
- Phone: 678-807-7157
- Latest filing: 2026-02-16
- Regulatory AUM: $51.1M
- Discretionary AUM: $51.1M
- Clients: 2
- Accounts: 384

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309477/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309477/similar
- Related entities: https://search.stillhousedata.com/firm/309477/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309477

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.