Atlantic Capital Strategies Inc

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Atlantic Capital Strategies Inc ✚
CRD #	146725
SEC #	801-69289
CIK #
AUM	2,567.7 M (2026-03-06)
Employees	2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone	781-276-4966
Address
Source	[IAPD] [Website]

Total AUM ($B) Copy

Fees and Compensation — Form ADV Part 2A (3/6/2026) [Brochure]
Item 5: Fees and Compensation Fees are negotiated approximately once a year based on total assets reported in the client’s quarter-end statement of condition. Fees are billed monthly in arrears and are refundable pro-rata in the event of cancellation, if applicable. The schedule below indicates the maximum annual amount that may be charged. Atlantic Capital Strategies, Inc. may also bill reasonable travel expenses for the previous quarter. There are no additional fees associated with services provided. Either party upon written notice may terminate the agreement without penalty. FEE SCHEDULE BANK ASSET SIZE BANK ASSET SIZE (IN MILLIONS) FEE (IN MILLIONS) FEE 50-74 $ 28,000 725-749 $ 82,000 75-99 $ 31,500 750-774 $ 83,500 100-124 $ 35,000 775-799 $ 84,500 125-149 $ 38,500 800-824 $ 86,000 150-174 $ 42,000 825-849 $ 87,000 175-199 $ 45,500 850-874 $ 88,500 200-224 $ 49,000 875-899 $ 89,500 225-249 $ 52,000 900-924 $ 91,000 250-274 $ 55,000 925-949 $ 92,000 275-299 $ 57,000 950-974 $ 93,000 300-324 $ 58,500 975-999 $ 94,000 325-349 $ 60,000 1000-1099 $ 97,000 350-374 $ 61,500 1100-1199 $ 100,000 375-399 $ 63,000 1200-1299 $ 104,000 400-424 $ 64,500 1300-1399 $ 108,000 425-449 $ 66,000 1400-1499 $ 112,000 450-474 $ 67,500 1500-1599 $ 116,000 475-499 $ 69,000 1600-1699 $ 120,000 500-524 $ 70,500 1700-1799 $ 123,000 525-549 $ 72,000 1800-1899 $ 126,000 550-574 $ 73,500 1900-1999 $ 129,000 575-599 $ 74,500 2000-2199 $ 136,000 600-624 $ 76,000 2200-2399 $ 142,000 625-649 $ 77,000 2400-2599 $ 149,000 650-674 $ 78,500 2600-2799 $ 156,000 675-699 $ 79,500 2800-2999 $ 162,000 700-724 $ 81,000 3000===> NEGOTIATED

Fees and Compensation — Form ADV Part 2A (3/6/2026) [Brochure]

Item 5:                            Fees and Compensation

Fees are negotiated approximately once a year based on total assets reported in the client’s
quarter-end statement of condition. Fees are billed monthly in arrears and are refundable
pro-rata in the event of cancellation, if applicable. The schedule below indicates the
maximum annual amount that may be charged. Atlantic Capital Strategies, Inc. may also
bill reasonable travel expenses for the previous quarter. There are no additional fees
associated with services provided. Either party upon written notice may terminate the
agreement without penalty.

                                     FEE SCHEDULE

                       BANK ASSET SIZE             BANK ASSET SIZE
                      (IN MILLIONS) FEE          (IN MILLIONS) FEE
                      50-74 $      28,000        725-749 $     82,000
                      75-99 $      31,500        750-774 $     83,500
                      100-124 $    35,000        775-799 $     84,500
                      125-149 $    38,500        800-824 $     86,000
                      150-174 $    42,000        825-849 $     87,000
                      175-199 $    45,500        850-874 $     88,500
                      200-224 $    49,000        875-899 $     89,500
                      225-249 $    52,000        900-924 $     91,000
                      250-274 $    55,000        925-949 $     92,000
                      275-299 $    57,000        950-974 $     93,000
                      300-324 $    58,500        975-999 $     94,000
                      325-349 $    60,000       1000-1099 $    97,000
                      350-374 $    61,500       1100-1199 $   100,000
                      375-399 $    63,000       1200-1299 $   104,000
                      400-424 $    64,500       1300-1399 $   108,000
                      425-449 $    66,000       1400-1499 $   112,000
                      450-474 $    67,500       1500-1599 $   116,000
                      475-499 $    69,000       1600-1699 $   120,000
                      500-524 $    70,500       1700-1799 $   123,000
                      525-549 $    72,000       1800-1899 $   126,000
                      550-574 $    73,500       1900-1999 $   129,000
                      575-599 $    74,500       2000-2199 $   136,000
                      600-624 $    76,000       2200-2399 $   142,000
                      625-649 $    77,000       2400-2599 $   149,000
                      650-674 $    78,500       2600-2799 $   156,000
                      675-699 $    79,500       2800-2999 $   162,000
                     700-724 $    81,000       3000===> NEGOTIATED

Account Minimums and Types of Clients — Form ADV Part 2A (3/6/2026) [Brochure]
Item 7: Types of Clients Atlantic Capital Strategies, Inc. provides investment advisory services to community-based financial institutions, including commercial banks and savings banks. There are no requirements for opening or maintaining an account, such as a minimum account size.

Account Minimums and Types of Clients — Form ADV Part 2A (3/6/2026) [Brochure]

Item 7:                             Types of Clients

Atlantic Capital Strategies, Inc. provides investment advisory services to community-based
financial institutions, including commercial banks and savings banks. There are no
requirements for opening or maintaining an account, such as a minimum account size.

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)	0	0.0
(c) Banking or thrift institutions	13	2.6
(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	0	0.0
(h) Charitable organizations	2	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	15	2.6
By Discretionary
Discretionary	0	0.0
Non-Discretionary	15	2.6
Total	15	2.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.6
Total	15	2.6

Firm Profile (Form ADV)
Serves	Institutional

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Atlantic Capital Strategies Inc

Assets, Funds, Holdings