P
PRIA Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
PRIA Strategies, LLC provides portfolio management and financial planning services to individuals and high‑net‑worth individuals, offering both one‑time plans and ongoing subscription planning alongside discretionary portfolio management. The firm prepares an Investment Policy Statement for each client and generally limits advice to mutual funds, fixed income, insurance products (including annuities), equities, ETFs (including precious‑metals focused ETFs), and Treasury inflation‑protected bonds.
The firm’s investment process relies on fundamental analysis, modern portfolio theory, and quantitative methods and is implemented with a long‑term trading orientation; risk tolerance and other client‑specific factors are documented in each client’s Investment Policy Statement and inform discretionary implementation. PRIA Strategies states it tailors recommendations by considering stage of life, cash flow, tax matters and a proprietary policy risk analysis as part of its planning process.
PRIA Strategies is distinctive among peers for offering ongoing subscription financial planning — a model that is uncommon for investment managers — and for its formal affiliation with a parent company and insurance‑related affiliates (including PlanGap LLC and PlanGap Agency LLC) that develop and distribute proprietary insurance products; representatives are licensed to sell insurance and may receive commissions, conflicts the firm discloses and monitors. The firm also requires clients to use a specific custodian, does not aggregate block trades across client accounts, and currently reports limited assets under management and a single management person, which may affect operational scale.
Client services
Financial planning
Portfolio management
Expertise
Annuities
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Fee options
Financial planning fixed fees range from $300 to $5,000 for one-time plans.
$0 - $500,000: 0.50% $500,001 - $2,000,000: 0.35% $2,000,001+: 0.25%
Ongoing financial planning subscription fees range from $75 to $150 per month, depending on complexity and scope.
Main office location
PRIA Strategies, LLC
3200 Windy Hill Rd Se, Ste 920 W
Atlanta GA 30339, United States
Number of offices
1
Most active in
PRIA Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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