SourcingSourcing

PREMIS ADVISORS, LLC

C45
CRD 283679·SEC 801-113471·ATLANTA, GA
AUM
$213.9M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$642K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PREMIS ADVISORS, LLC
CRD
283679
SEC file #
801-113471
EIN
921613747
DBA names
—

Economics

AUM
$213.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$117.2M → $213.9M▲ +82%
Client mix
Individuals High Net Worth7
Pooled Investment Vehicles1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
premisadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHITTY, BRADLEY, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CHITTY, BRADLEY, THOMAS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PREMISADVISORS.COM
Rdap Domain Creation Date
2016-03-08T22:32:14Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002054908
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-02-10
Edgar Last Filing Date
2025-02-10
Edgar Form D Count
2
Edgar Form D Offerings
2025-02-102025-02-10 · 0002054908-25-000002
2025-02-102025-02-10 · 0002054908-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
3344 PEACHTREE ROAD, NESUITE 800ATLANTA, GA 30326
Business
3344 PEACHTREE ROAD, NESUITE 800ATLANTA, GA 30326
Edgar EIN
921613747
Edgar Recent Filings
D/A2025-02-10 · 0002054908-25-000002
D2025-02-10 · 0002054908-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-08T22:32:14Z
Rdap Domain Last Changed
2026-02-06T08:50:32Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5551903
Trust Company Affiliate
No

People (1)

1
CHITTY, BRADLEY, THOMAS
IAR · Direct Owner · 87.5%
5551903