# Stephen Griner

> Stephen Griner is a fee-only financial advisor at Persium Group in Atlanta, Georgia, who holds the CFA credential. Stephen focuses on founders (pre-exit) and small business owners. Persium Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-griner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Persium Group
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $583.6M across 484 accounts
- **Credentials:** CFA
- **Specialties:** Founders (pre-exit), Small business owners
- **Works with:** Founders
- **CRD:** 4468126 (https://adviserinfo.sec.gov/individual/summary/4468126)
- **SEC registration:** Investment adviser representative in AL, GA, NY, TX
- **Exams passed:** Series 63 (2002), Series 66 (2003)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.persiumgroup.com

## Frequently asked questions

### Is Stephen Griner a fee-only financial advisor?

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

Stephen's firm, Persium Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stephen Griner based?

Stephen Griner is based in Atlanta, Georgia.

### What does Stephen specialize in?

Stephen's specialties include founders (pre-exit) and small business owners. Stephen works with founders.

### What credentials does Stephen Griner hold?

Stephen Griner holds the CFA credential.

### Is Stephen Griner registered with the SEC?

Yes. Stephen Griner is registered as an investment adviser representative in AL, GA, NY and TX (CRD 4468126), 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 Stephen Griner?

Through Stephen's website, www.persiumgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4468126): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.persiumgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.