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Jfb Holdings Corp (Atlanta)


Jfb Holdings Corp is a large advisory firm based in Atlanta. It manages $94.72 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Florida, Georgia, and 8 other states.

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Jfb Holdings Corp provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jfb Holdings Corp: assets under management

The assets under management (AUM) of Jfb Holdings Corp is $94.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $94.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.05 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jfb Holdings Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Suzanne W Barksdale Trustee 1 Jun 2016 Other 6772264

Based in Atlanta

The principal office where Jfb Holdings Corp performs its advisory services is located at 3007 Piedmont Road, Ne, Suite 200, Atlanta, GA 30305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-239-0111. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at eicatlanta.com.


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