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| Happy Holidays!! thanks for using AUM13F!! |
| Atlanta Consulting Group Advisors LLC
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| CRD # | 288169 |
| SEC # | 801-112054 |
| CIK # | 0002019038 |
| AUM | $13.6 B (2025-03-31) |
| Employees | 23 (43% Investors, 61% Brokers) |
| Phone | 888-317-2810 |
| Address | 5600 Glenridge Drive NE Atlanta, GA 30342 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alliance Resource Partners LP | 30.3 | ||
| J P Morgan Chase & Co | 13.7 | ||
| Microsoft Corp | 10.4 | ||
| Churchill Downs Inc | 5.0 | ||
| Coca Cola Co | 5.0 | ||
| Blackstone Group LP | 4.2 | ||
| Apple Inc | 3.7 | ||
| VISA Inc | 3.7 | ||
| Chevron Corp | 3.0 | ||
| Procter & Gamble Co | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166 | 0.1 |
| (b) Individuals (high net worth individuals) | 94 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 3.7 |
| (h) Charitable organizations | 50 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,836 | 13.6 |
| By Discretionary | ||
| Discretionary | 863 | 1.9 |
| Non-Discretionary | 973 | 11.7 |
| Total | 1,836 | 13.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.6 | |
| Total | 1,836 | 13.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002019038] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Envestnet Retirement Solutions LLC
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|
IL | 14.5 |
|
Mycio Wealth Partners LLC
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|
PA | 14.4 |
|
T Rowe Price Singapore Private Ltd
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|
14.3 | |
|
Cavanal Hill Investment Management Inc
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OK | 14.2 |
|
Yousif Capital Management LLC
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|
MI | 14.0 |
|
Degroof Petercam Asset Management
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|
13.6 | |
|
Madison Investment Advisors LLC
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|
WI | 13.3 |
|
Mason Investment Advisory Services Inc
✚
|
VA | 13.2 |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
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|
MA | 12.9 |
|
Westwood Management Corp
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|
TX | 12.8 |