Bryan
Kamau

Homrich Berg

CRD#6789112
Investment Advisor
in Atlanta, GA

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About this Advisor

Bryan Kamau is a financial advisor based in Atlanta, Georgia, working with Homrich Berg. Bryan has previously held positions at Walmart, State Farm, the University of Georgia, UBS Financial Services Inc, UBS Financial Servicers Inc, and HB Wealth Management, LLC. Bryan has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Bryan is part of Homrich Berg, which operates out of Atlanta, Georgia. The firm has 6 offices and 180 employees. The firm manages assets totaling $15.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Homrich Berg includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3550 Lenox Rd Suite 2700
Atlanta, GA 30326

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Homrich Berg Brokerage Details

Total Assets Under Management

$15,199,304,130

GA Average: $3,570,121,308
Total Number of Employees

180

GA Average: 58
Total Number of Accounts

17,942

GA Average: 1,608
Average Account Size

$847,135

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Bryan Kamau Work History

2023 - Present (1 year)

Hb Wealth Management, LLC

2018 - 2023 (5 years)

Ubs Financial Servicers Inc

2017 - 2017 (< 1 year)

Ubs Financial Services Inc

2016 - 2016 (< 1 year)

State Farm

2015 - 2015 (< 1 year)

Walmart

2014 - 2018 (4 years)

Education (University Of Georgia)

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Bryan Kamau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Homrich Berg

Wilson Reece
Gallatin, TN
John Donohue
Atlanta, GA
Sarah Riehl
Atlanta, GA
Marvin Brooks
Atlanta, GA
Kelsey Stone
Alpharetta, GA
Bryan Kamau
Atlanta, GA
Kent Hammond
Atlanta, GA
Michael Landsberg
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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