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ATLANTA CONSULTING GROUP ADVISORS, LLC
CRD 288169 · SEC 801-112054
5600 GLENRIDGE DRIVE NE, SUITE 230 - EAST, ATLANTA, GA, 30342, United States
Phone
888-317-2810
Fax
470-823-3178
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$14.70B
Discretionary AUM
$2.19B
Team
23 total employees; 10 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 227 | $302.3M |
| High net worth individuals | 50 | $3.00B |
| Pension/profit sharing plans | 20 | $3.96B |
| Charitable organizations | 53 | $4.62B |
| Corporations/business entities | 14 | $2.40B |
States served
AL, CA, CO, GA, KY, LA, NE, NY, NC, OH, SC, TN, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD