Matthew Thomas Bumstead

Sb Advisory, LLC

20 Years of Experience

1 DisclosureSells Insurance

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Areas of Practice

Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners

Sb Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,045 clients

Average Client Portfolio

$274K average

Assets Under Management

$285.9M

Fee Structure

Minimum Investment:None

Location

3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184

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History

Regulatory History (1)

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Employment Separation After Allegations

July 2022

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Other Business ActivitiesSells Insurance

Matthew spends nearly all of his time as a DBA for SB Advisory business through Clarity Capital Management Corp and managing Clarity Tax Management. He also dedicates minimal time to non-variable insurance (life, disability, and long-term care) and acting as a trustee for family trusts.