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OVERLAY MANAGEMENT, LLC

ALPHARETTA, GA · CRD 324401 · IAPD ↗ · overlaycapital.com · 770-415-0596

$168.6MRegulatory AUM
8Advisory reps
16Employees
0Clients
n/aPlanning clients
40Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
June 2026 — OVERLAY MANAGEMENT, LLC (ALPHARETTA, GA) is newly SEC-registered with $168.6M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.