Social Responsibility Investment Group, Inc. (Atlanta)

Social Responsibility Investment Group, Inc. is an adviser based in Atlanta. It manages $34.94 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia and Texas.

Social Responsibility Investment Group provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Social Responsibility Investment Group: assets under management

The assets under management (AUM) of Social Responsibility Investment Group, Inc. is $34.94 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $873.47 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Social Responsibility Investment Group, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Social Responsibility Investment Group, Inc.

Hugh Kelley has been acting as President since 1 Jan 1986. Hugh J Kelley joined the executive team most recently as the President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hugh Kelley	President	1 Jan 1986	75% - 100%	2512731
Hugh J Kelley	President/chief compliance officer	1 Jan 1986	75% - 100%	2512731

Based in Atlanta

The principal office where Social Responsibility Investment Group, Inc. performs its advisory services is located at 898 Briarcliff Road, N. E., Atlanta, GA 30306, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.