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Andrew Gray Bernhardt

Maven Capital Partners, LLC

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About Andrew Gray Bernhardt

Andrew Bernhardt is a financial professional with over 7 years of experience in the financial services industry. Andrew is a registered representative with Maven Capital Partners, LLC and is also registered as an investment advisor representative in Georgia. Andrew holds Series 7, 24, 28, 66, 79TO and 99TO licenses. Prior to joining Maven Capital Partners, LLC, Andrew worked as an Associate at KPMG LLP. Andrew's areas of specialization include portfolio management for individuals and pooled investment vehicles. Maven Capital Partners, LLC provides investment advisory services to individuals, charitable organizations, investment companies, corporations, and pooled investment vehicles. Andrew is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Andrew Bernhardt is currently registered with Maven Capital Partners, LLC. Maven Capital Partners, LLC is an investment advisor based in Atlanta, Georgia. The firm provides portfolio management services for individuals and pooled investment vehicles. Maven Capital Partners manages approximately $107.3 million in assets for 22 clients, including high net worth individuals, charitable organizations, corporations, and pooled investment vehicles.
Maven Capital Partners, LLC

3060 PEACHTREE ROAD

ATLANTA, GA 30305

$107.28M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Bernhardt’s Registration & Firm History

GA

04/25/2019 - Present

Maven Capital Partners, LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 11/01/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2019

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/04/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 09/06/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/26/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/26/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Gray Bernhardt.
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