Financial ServicesRegistered Investment AdvisorActiveVerified

SB Advisory

Sudeb Bhattacharyya, Registered Agent

SB Advisory LLC is a registered investment advisory firm with $404.8 million in assets under management and 35 advisors, as listed on TrueAdvisor. The firm likely operates from San Francisco, California, matching the LLC's principal address. It provides strategic financial advisory services.

Filed July 11, 2026 · San Francisco, CA · San Francisco County

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Source

California Secretary of State (bizfile Online) · Entity B20260319730 · Retrieved July 14, 2026

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About SB Advisory

SB Advisory LLC filed in California on July 11, 2026, as a registered investment advisor based in San Francisco. Owner Sudeb Bhattacharyya filed personally as the registered agent. The domain was registered 8,405 days before filing, on July 7, 2003, through Atom Domains, and the modern website matches the filing name and address. We estimate revenue between $1 million and $10 million and 26 to 100 employees. No annual report or EIN on file yet.

  • Domain registered 8,405 days before filing, indicating a very long-established web presence.
  • Owner filed personally as the registered agent.
  • Website identity confirmed to match the filing name and address.
  • We estimate revenue of $1M-$10M and 26-100 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 499 new businesses registered in San Francisco in July 2026, one of 6 financial services businesses.

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Filing Details

Entity NameSB Advisory LLC
Entity TypeLLC
Entity NumberB20260319730
Filing DateJuly 11, 2026
Principal AddressLocked
City / State / ZipSan Francisco, CA 94123
CountySan Francisco
TimezonePacific (PT)
EIN on FileNo
Registered AgentSudeb Bhattacharyya
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 8405 days before filing · registrar Atom Domains
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees26-100 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadJuly 14, 2026 (3 days after filing)

Verified Business Profile

SubcategoryRegistered Investment Advisor

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was SB Advisory registered?

SB Advisory was registered as LLC on July 11, 2026 in California.

Where is SB Advisory located?

SB Advisory is based in San Francisco, CA, 94123, in San Francisco County.

What type of business is SB Advisory?

SB Advisory is classified as a financial services business (registered investment advisor).

Does SB Advisory have an EIN on file?

No EIN was found on file for SB Advisory at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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