Maven Capital Partners, LLC

Maven Capital Partners, LLC (CRD# 300626) is a financial advisory firm headquartered in Atlanta, GA. They manage $107,276,711 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3060 Peachtree Road, Suite 1005, Atlanta, GA 30305
https://maven-cap.com/
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $4,876,214
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Maven Capital Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Andrew Bernhardt, financial advisor Atlanta GA
Andrew G. Bernhardt
CRD#: 7021377
3060 Peachtree Road, Suite 1005, Atlanta, GA 30305

Andrew Bernhardt (CRD# 7021377) is an Investment Advisor Representative working at Maven Capital Partners, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

2
Gregory Cohn, financial advisor Atlanta GA
Gregory S. Cohn
CRD#: 4441762
3060 Peachtree Road, Suite 1005, Atlanta, GA 30305

Gregory Cohn (CRD# 4441762) is an Investment Advisor Representative working at Maven Capital Partners, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

3
Joseph Bogle, financial advisor Atlanta GA
Joseph P. Bogle
CRD#: 7887546
3166 Mathieson Drive, Suite 200, Atlanta, GA 30305

Joseph Bogle (CRD# 7887546) is an Investment Advisor Representative working at Maven Capital Partners, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

4
Theodore Davies, financial advisor Atlanta GA
Theodore J. Davies
CRD#: 2389710
3166 Mathieson Drive, Suite 200, Atlanta, GA 30305

Theodore Davies (CRD# 2389710) is an Investment Advisor Representative working at Maven Capital Partners, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.

5
Stephanie Douglass, financial advisor Atlanta GA
Stephanie B. Douglass
CRD#: 3119098
3060 Peachtree Road, Suite 1005, Atlanta, GA 30305

Stephanie Douglass (CRD# 3119098) is an Investment Advisor Representative working at Maven Capital Partners, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.

6
Reid Funston, financial advisor Atlanta GA
Reid T. Funston
CRD#: 2319236
3166 Mathieson Drive, Suite 200, Atlanta, GA 30305

Reid Funston (CRD# 2319236) is an Investment Advisor Representative working at Maven Capital Partners, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals