Persium Advisors, LLC
Persium Advisors, LLC is an independently owned SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 2004 (as White Horse) and registered as an investment adviser in 2010, Persium Advisors provides traditional investment advisory and asset management services. The firm primarily serves business owners and high-net-worth individuals through wealth management and personalized portfolio solutions, utilizing specialized frameworks for business transitions. As of 2025, Persium Advisors has 11 employees.
Investment Strategy
Persium Advisors, LLC offers a product-neutral, fee-only investment advisory and asset management platform tailored particularly for business owners and other investors. The firm’s strategies focus on guiding clients in building and managing personal portfolios, with a specialized approach for owners transitioning from business wealth to broader investments. They employ holistic financial planning, exit planning for entrepreneurs, and retirement plan oversight via dedicated teams. Investment selections are made with a long-term financial freedom philosophy, incorporating traditional asset allocation, active portfolio management, and individualized advice based on clients' financial goals.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 23.43% | $31.6M | 1,356,383 | $18.77 | $23.28 | +$2.8M |
S SCHG | SCHWAB US LARGE CAP GROWTH ETF | 18.65% | $25.1M | 787,711 | $27.93 | $31.91 | +$2.5M |
S SCHV | SCHWAB US LARGE CAP VALUE ETF | 17.75% | $23.9M | 821,664 | $26.28 | $29.11 | +$2.2M |
T TLT | ISHARES 20 YEAR TREASURY BOND ETF | 8.35% | $11.3M | 125,903 | $87.94 | $89.37 | +$1.0M |
H HD | HOME DEPOT | 1.91% | $2.6M | 6,367 | $388.98 | $405.19 | +$245.4K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | POWERSHARES QQQ TR | New | Put | $1.6M | 26 | $600.37 | $600.37 | +26 | +$1.6M |