Atlanta Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 26, 2026, reports $28.6B in regulatory assets under management, 35 employees, and 9,277 accounts.
Assets Under Management
$28.6B
Employees
35
Offices
--
Total Clients
9,277
Primary office
ATLANTA, GA
1075 PEACHTREE STREET NE, SUITE 2100, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentWRAP FEE PROGRAM CLIENTS represent 98.7% of total clients.
Top client categories% of clientsClients
1
WRAP FEE PROGRAM CLIENTS
98.7%
9,158
2
Government
0.5%
42
3
Pension Plans
0.3%
32
4
HNWI
0.2%
22
5
Charitable
0.1%
8
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Other Advisers<5 clients
Insurance Cos.<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Individuals (other than high net worth individuals)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$28.6Bas of March 26, 2026
Discretionary100.0%
$28.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$28.6B
Total Accounts9,277
10Y AUM Change+$11.0B (+62.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee265:1
10Y Employee Change-7 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.