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Advisor

Samuel Carlyle

Investors Asset Management of Georgia · Atlanta, Georgia

Samuel Carlyle 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.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmInvestors 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 826992
Exams passedSeries 63 (1984)
Firm size9 employees
Disclosures None reported
Websitewww.investorsassetmanagement.com

How Samuel'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).

What fee-only advisors charge in Georgia

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Questions about Samuel

Is Samuel Carlyle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?

Samuel'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 Samuel Carlyle based?

Samuel Carlyle is based in Atlanta, Georgia.

Is Samuel Carlyle registered with the SEC?

Yes. Samuel Carlyle is registered as an investment adviser representative in GA (CRD 826992), 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 Samuel Carlyle?

Through Samuel'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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