Kimberly Brown
Persium Group · Atlanta, Georgia
Kimberly Brown is a fee-only financial advisor at Persium Group in Atlanta, Georgia. Kimberly focuses on founders (pre-exit) and small business owners. Persium Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Persium Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $583.6M across 484 accounts |
| SEC registration | Investment adviser representative in GA, NC, NY · CRD 7785431 |
| Exams passed | Series 65 (2023) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.persiumgroup.com |
How Kimberly's firm compares
- Persium Group's average account is about $1.2 million, from its Form ADV (assets managed divided by 484 accounts).
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Questions about Kimberly
Is Kimberly Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Persium Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberly charge for financial advice?
Kimberly's firm, Persium Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kimberly Brown based?
Kimberly Brown is based in Atlanta, Georgia.
What does Kimberly specialize in?
Kimberly's specialties include founders (pre-exit) and small business owners. Kimberly works with founders.
Is Kimberly Brown registered with the SEC?
Yes. Kimberly Brown is registered as an investment adviser representative in GA, NC and NY (CRD 7785431), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Persium Group manage?
Persium Group reports $583.6M across 484 accounts in assets under management.
How do I contact Kimberly Brown?
Through Kimberly's website, www.persiumgroup.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
- Persium Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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