Atlanta Capital Management Company LLC

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Atlanta Capital Management Company LLC
CRD #116719
SEC #801-60673
CIK #0001569071, 0001027817
AUM 28.64 B (2026-03-26)
Employees 35 (40% Investors, 0% Brokers)
Fees
Minimum
Phone404-876-9411
Address1075 Peachtree Street NE
Atlanta, GA 30309-3912
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
40322416801999200820172027
Fees and Compensation — Form ADV Part 2A (3/26/2026) [Brochure]
Item 5 – Fees and Compensation above or in the relevant governing or disclosure documents.
We generally will have discretion to waive or reduce such minimums for certain clients or
investors. We generally will not, unless required by agreement with a client or investor or by
applicable law, disclose any particular waiver or reduction that is offered to a client or investor,
or offer comparable waivers or reductions, to other clients or investors.
Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2026) [Brochure]
Item 7 - Types of Clients

Atlanta Capital provides investment management services to a wide range of institutional and
individual clients including high net worth individuals, corporate pension and profit sharing
plans, banking and or thrift institutions, insurance companies, hospitals, Taft-Hartley funds,
charitable institutions, foundations, endowments, professional and religious organizations,
state or municipal government entities, registered mutual funds, private investment funds,
trust programs and other U.S. and international institutions. In addition, Atlanta Capital
provides investment advice to individual retail investors through wrap fee accounts sponsored
by an affiliate and by unaffiliated investment advisors, banks and broker-dealers.

Certain advisory accounts impose minimum investment requirements, which are described in
Item 5 – Fees and Compensation above or in the relevant governing or disclosure documents.
We generally will have discretion to waive or reduce such minimums for certain clients or
investors. We generally will not, unless required by agreement with a client or investor or by
applicable law, disclose any particular waiver or reduction that is offered to a client or investor,
or offer comparable waivers or reductions, to other clients or investors.
Sector Form 13F Holdings Value ($T)
Apple Inc 0.1
Nvidia Corp 0.1
Microsoft Corp 0.0
Amazon Com Inc 0.0
Alphabet Inc 0.0
Broadcom Inc 0.0
Facebook Inc 0.0
Alphabet Inc 0.0
J P Morgan Chase & Co 0.0
Tesla Motors Inc 0.0
View All
Holdings by Sector ($T)
4.03.22.41.60.80.02011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 22 0.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 5 17.6
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 1.1
(g) Pension and profit sharing plans 32 2.1
(h) Charitable organizations 8 0.2
(i) State or municipal government entities 42 3.5
(j) Other investment advisers 1 0.0
(k) Insurance companies 1 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 0.4
(n) Other 9,158 3.3
Total 9,277 28.6
By Discretionary
Discretionary 9,277 28.6
Non-Discretionary 0 0.0
Total 9,277 28.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 28.6
Total 9,277 28.6
EDGAR Form CIK 2011 - 2026
13F-HR [0001027817]
13F-NT [0001027817]
13F-HR [0001569071]
Firm Profile (Form ADV)
Discretionary AUM$9.8B
Clients18
ServesInstitutional, Retail
LEI54930054KH1V8NED8W82
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