Firm
Troika Capital Advisors
Atlanta, Georgia
Fee-only
Troika Capital Advisors at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 100 individual clients, 20 of them high net worth.
- Its average account is about $177,000 (assets it manages divided by its 317 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | troikaadvisors.com |
| [email protected] | |
| Phone | (770) 617-3149 |
Troika Capital Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.65% to 0.85% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"0.65%" source
"0.85%" source
"our fee is based solely on the value of your asset under our management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $56 million |
| Individual clients | 80 |
| High-net-worth clients | 20 |
| Accounts managed | 317 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 152927 |