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F&D Advisors, LLC (Atlanta)


F&D Advisors, LLC is a large advisory firm based in Atlanta. It manages $1 billion of regulatory assets for 384 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 4 other states.

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F&D Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

F&D Advisors: assets under management

The assets under management (AUM) of F&D Advisors, LLC is $1 billion. The firm's AUM has grown by 649% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $822.43 million in discretionary accounts and $178.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.15 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $178.84 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay F&D Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Mortimer O'sullivan Partner 1 Apr 1998 Other 4400238
Larry Kelly Hicks Partner 1 Apr 1998 Other 3152135
Daniel Kopack Partner 1 Jul 2001 Other 4703389
Llp O'sullivan Creel General partner 1 Jul 2004 75% - 100% 59-3068078

Based in Atlanta

The principal office where F&D Advisors, LLC performs its advisory services is located at 600 Peachtree Street, Ne, Atlanta, GA 30308 2265, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-253-7600 or by fax 404-253-7601. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at fdadvisors.com.


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