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Samuel Grant

Manager at HB Wealth Management

Investment adviser registrationSandy Springs, GASEC record checked 18 October 2026

21
Years in the industry
4
Years at the firm
3
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

Samuel Grant is Manager of HB Wealth Management, LLC, a Atlanta investment adviser managing $30.2B. Samuel Grant has been registered through HB Wealth Management since 5 November 2021, has 21 years in the industry across 3 firms and has passed the Series 65.

Role at HB Wealth Management

Title on Schedule A
Manager
Control
Samuel Grant is a control person of HB Wealth Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Samuel Grant has held the filed role since January 2024.

The firm

HB Wealth Management, LLC
Atlanta, GA

Form ADV filed 3 September 2026

$30.2B AUM5,459 clients152 advisers12 offices

Career on record

Samuel Grant has been registered through HB Wealth Management since November 2021, and before that through Sg Financial Advisors, LLC.

Firms and exams, newest first
  1. Hb WealthCurrent
    – present · 5 years
    Sandy Springs, GA · Adviser representative · Firm CRD 316731
  2. Homrich Berg
    – · 1 year
    Sandy Springs, GA · Adviser representative · Firm CRD 108189
  3. Sg Financial Advisors, LLC
    – · 16 years
    Atlanta, GA · Adviser representative · Firm CRD 133824
  4. Passed Series 65 · 2002

Registrations and exams

Samuel Grant has a current investment-adviser registration in Georgia and Texas and has passed 1 qualifying exam.

Georgia8 November 2021
Scope
Investment adviser representative
Status
Approved
Texas5 November 2021
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6510 January 2002
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Samuel Jason Grant
CRD
4897085
Firm
HB Wealth Management, LLC
Registration status
Investment adviser registration
Office
333 Sandy Springs Circle, Suite 121, Sandy Springs, GA 30328

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Samuel Grant work?

Samuel Grant has been Manager of HB Wealth Management, LLC since January 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 3 September 2026

Is Samuel Grant a financial advisor?

Yes. Samuel Grant has a current investment-adviser registration in Georgia and Texas, through HB Wealth Management since November 2021, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Samuel Grant have?

Samuel Grant has worked in the financial industry for 21 years as of 18 October 2026, counted from 12 January 2005, across 3 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Samuel Grant passed?

Samuel Grant passed the Series 65 in January 2002.

Source: IAPD individual record, checked 18 October 2026

Where did Samuel Grant work before HB Wealth Management?

Before HB Wealth Management, Samuel Grant was registered through Sg Financial Advisors, LLC, January 2005 to January 2021.

Source: IAPD individual record, checked 18 October 2026

Where is Samuel Grant based?

Samuel Grant’s registered office is in Sandy Springs, GA.

Source: IAPD individual record, checked 18 October 2026

Leadership at HB Wealth Management

Sources

  1. IAPD individual record, CRD 4897085. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of HB Wealth Management, LLC, filed 3 September 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Samuel Grant or HB Wealth Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.