Wealth Manager
    SEC Registered
    Manages Private Funds

    Atlanta Consulting Group Advisors, LLC

    Registered investment advisor · Atlanta, Georgia · CRD #288169

    Assets Under Management
    $14.7B
    Client Accounts
    1,727
    Employees
    23
    CRD Number
    288169
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Atlanta Consulting Group Advisors, LLC

    Atlanta Consulting Group (ACG) is a boutique investment advisory firm based in Atlanta, Georgia, with an additional office in Lexington, Kentucky. Founded in 1985, ACG specializes in non-discretionary and discretionary portfolio management services, focusing on fiduciary responsibility and customized strategies for institutional and high-net-worth clients. The firm employs 23 financial professionals and emphasizes a collaborative approach to ensure personalized service. ACG offers a range of in

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Atlanta Consulting Group Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Atlanta Consulting Group Advisors, LLC's AUM?

    Atlanta Consulting Group Advisors, LLC reports approximately $14.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Atlanta Consulting Group Advisors, LLC headquartered?

    Atlanta Consulting Group Advisors, LLC is headquartered in Atlanta, Georgia.

    What is Atlanta Consulting Group Advisors, LLC's CRD number?

    Atlanta Consulting Group Advisors, LLC's CRD number is 288169. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Atlanta Consulting Group Advisors, LLC manage?

    Atlanta Consulting Group Advisors, LLC manages approximately 1,727 client accounts according to its latest SEC filing.

    Is Atlanta Consulting Group Advisors, LLC SEC registered?

    Yes, Atlanta Consulting Group Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Research firms like Atlanta Consulting Group Advisors, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial