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| Atlanta Consulting Group Advisors LLC
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|---|---|
| CRD # | 288169 |
| SEC # | 801-112054 |
| CIK # | 0002019038 |
| AUM | 14.70 B (2026-04-27) |
| Employees | 23 (43% Investors, 65% Brokers) |
| Phone | 888-317-2810 |
| Address | 5600 Glenridge Drive NE Atlanta, GA 30342 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alliance Resource Partners LP | 32.6 | ||
| J P Morgan Chase & Co | 13.2 | ||
| Churchill Downs Inc | 9.5 | ||
| Microsoft Corp | 7.8 | ||
| Coca Cola Co | 5.3 | ||
| Apple Inc | 4.9 | ||
| Chevron Corp | 4.2 | ||
| Alphabet Inc | 3.4 | ||
| Johnson & Johnson | 2.9 | ||
| Visa Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 0.3 |
| (b) Individuals (high net worth individuals) | 50 | 3.0 |
| (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 | 20 | 4.0 |
| (h) Charitable organizations | 53 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,727 | 14.7 |
| By Discretionary | ||
| Discretionary | 1,009 | 2.2 |
| Non-Discretionary | 718 | 12.5 |
| Total | 1,727 | 14.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.7 | |
| Total | 1,727 | 14.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002019038] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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