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| Atlanta Consulting Group Advisors LLC
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| |
|---|---|
| CRD # | 288169 |
| SEC # | 801-112054 |
| CIK # | 0002019038 |
| AUM | $13.6 BB (2024-06-26) |
| Employees | 24 (46% Investors, 58% Brokers) |
| Phone | 888-317-2810 |
| Address | 5600 Glenridge Drive NE Atlanta, GA 30342 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JPM | 340,169.2 | 10.3 | |
| MSFT | 1,918,222.4 | 9.7 | |
| KO | 269,985.6 | 8.0 | |
| CHDN | 7,377.3 | 6.4 | |
| AAPL | 2,382,844.0 | 4.1 | |
| BX | 69,051.8 | 3.3 | |
| CVX | 294,604.1 | 3.2 | |
| PG | 338,108.9 | 2.9 | |
| XOM | 385,508.3 | 2.9 | |
| V | 419,260.5 | 2.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 261 | 0.3 |
| (b) Individuals (high net worth individuals) | 66 | 2.6 |
| (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 | 18 | 4.3 |
| (h) Charitable organizations | 48 | 3.8 |
| (i) State or municipal government entities | 2 | 0.2 |
| (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 | 14 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 410 | 13.6 |
| By Discretionary | ||
| Discretionary | 300 | 1.7 |
| Non-Discretionary | 110 | 11.9 |
| Total | 410 | 13.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.6 | |
| Total | 410 | 13.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002019038] |
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14.4 | |
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NY | 13.1 |
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Independent Advisor Alliance LLC
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NC | 12.8 |
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Transamerica Retirement Advisors LLC
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IA | 12.7 |
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Appleton Partners Inc
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MA | 12.7 |