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| Atlanta Consulting Group Advisors LLC
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|
|
|---|---|
| CRD # | 288169 |
| SEC # | 801-112054 |
| CIK # | |
| AUM | $11.8 BB (2023-03-30) |
| Employees | 23 (48% Investors, 57% Brokers) |
| Phone | 888-317-2810 |
| Address | 309 East Paces Ferry Atlanta, GA 30305 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 0.0 |
| (b) Individuals (high net worth individuals) | 70 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 3.7 |
| (h) Charitable organizations | 46 | 3.4 |
| (i) State or municipal government entities | 2 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 11.8 |
| By Discretionary | ||
| Discretionary | 40 | 1.0 |
| Non-Discretionary | 206 | 10.9 |
| Total | 246 | 11.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.8 | |
| Total | 246 | 11.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
United Capital Financial Advisers LLC
✚
|
CA | 13.2 |
|
Financial Counselors Inc
✚
|
KS | 12.8 |
|
Stephens Inc
✚
|
AR | 12.3 |
|
Appleton Partners Inc
✚
|
MA | 12.1 |
|
FSC Securities Corporation
✚
|
GA | 11.7 |
|
Signature Estate & Investment Advisors LLC
✚
|
CA | 11.7 |
|
Fiduciary Counselling Inc
✚
|
MN | 11.6 |
|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 11.3 |
|
Degroof Petercam Asset Management
✚
|
10.7 | |
|
Evercore Wealth Management LLC
✚
|
NY | 10.5 |