Katherine Oliver
Investors Asset Management of Georgia · Atlanta, Georgia
Katherine Oliver is a fee-only financial advisor at Investors Asset Management of Georgia in Atlanta, Georgia. Investors Asset Management of Georgia reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Investors Asset Management of Georgia |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $502.0M across 772 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7004445 |
| Exams passed | Series 65 (2018) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.investorsassetmanagement.com |
How Katherine's firm compares
- Investors Asset Management of Georgia's average account is about $650,000, from its Form ADV (assets managed divided by 772 accounts).
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Questions about Katherine
Is Katherine Oliver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Investors Asset Management of Georgia reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine's firm, Investors Asset Management of Georgia, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katherine Oliver based?
Katherine Oliver is based in Atlanta, Georgia.
Is Katherine Oliver registered with the SEC?
Yes. Katherine Oliver is registered as an investment adviser representative in GA (CRD 7004445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investors Asset Management of Georgia manage?
Investors Asset Management of Georgia reports $502.0M across 772 accounts in assets under management.
How do I contact Katherine Oliver?
Through Katherine's website, www.investorsassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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