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| Atlanta Capital Management Company LLC
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| CRD # | 116719 |
| SEC # | 801-60673 |
| CIK # | 0001569071, 0001027817 |
| AUM | 28.64 B (2026-03-26) |
| Employees | 35 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-876-9411 |
| Address | 1075 Peachtree Street NE Atlanta, GA 30309-3912 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/26/2026) [Brochure] |
|---|
Item 5 – Fees and Compensation above or in the relevant governing or disclosure documents. We generally will have discretion to waive or reduce such minimums for certain clients or investors. We generally will not, unless required by agreement with a client or investor or by applicable law, disclose any particular waiver or reduction that is offered to a client or investor, or offer comparable waivers or reductions, to other clients or investors. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2026) [Brochure] |
|---|
Item 7 - Types of Clients Atlanta Capital provides investment management services to a wide range of institutional and individual clients including high net worth individuals, corporate pension and profit sharing plans, banking and or thrift institutions, insurance companies, hospitals, Taft-Hartley funds, charitable institutions, foundations, endowments, professional and religious organizations, state or municipal government entities, registered mutual funds, private investment funds, trust programs and other U.S. and international institutions. In addition, Atlanta Capital provides investment advice to individual retail investors through wrap fee accounts sponsored by an affiliate and by unaffiliated investment advisors, banks and broker-dealers. Certain advisory accounts impose minimum investment requirements, which are described in Item 5 – Fees and Compensation above or in the relevant governing or disclosure documents. We generally will have discretion to waive or reduce such minimums for certain clients or investors. We generally will not, unless required by agreement with a client or investor or by applicable law, disclose any particular waiver or reduction that is offered to a client or investor, or offer comparable waivers or reductions, to other clients or investors. |
| Sector | Form 13F Holdings | Value ($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 ($T) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Clients | 18 |
| Serves | Institutional, Retail |
| LEI | 54930054KH1V8NED8W82 |
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