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Robby Pitts

Amb Wealth, LLC
27 Years of Experience
Thomasville, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Robby Pitts is a registered investment advisor at Amb Wealth, LLC, based in Thomasville, GA, with 27 years of industry experience. Robby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 920 clients with $1.1B in assets under management.

Amb Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
920 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.75%
$3M+0.50%

Firm also utilizes an alternative tiered schedule starting at 1.00% for the first $1 million. Maximum allowable rate is 2.50%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

135 South Madison Street, Thomasville, GA, 31792

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History

Regulatory History (1)
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Customer Dispute
March 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robby is an investment advisor and owner at Allen, Mooney & Barnes, and is involved in various other business activities. These include serving as a board member for SWGA Technical College, land development and property rehabilitation, trustee roles for life insurance policies and the Ben Jackson Foundation, minority ownership in FAIM Investment (parent company of Allen, Mooney & Barnes), Madison Investors, a building LLC, and a Hampton Hotel, as well as being a Georgia School Board member and trustee for the GSBA Risk Management Fund, and Johnson and Pitts Investments.

Employment History
Current Registrations
Amb Wealth, LLC
February 2018 - Present · 8 yrs 8 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
April 2007 - Present · 19 yrs 6 mos
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
November 2004 - December 2017 · 13 yrs 1 mo
Raymond James Financial Services, INC.Broker
January 2001 - April 2007 · 6 yrs 3 mos
Shields & CompanyBroker
May 2000 - February 2001 · 9 mos
Edward D. Jones & CO., L.P.Broker
August 1997 - September 1998 · 1 yr 1 mo
State Registrations8 states
FLGAINKYMDMIPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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