Atlantic Capital Strategies, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 6, 2026, reports $2.6B in regulatory assets under management, 2 employees, and 15 accounts.
Top client segmentBanks represent 86.7% of total clients.
Top client categories% of clientsClients
1
Banks
86.7%
13
2
Charitable
13.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 6, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$2.6B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.6B
Total Accounts15
10Y AUM Change$-201M (-7.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee8:1
10Y Employee Change0 (0.0%)
* 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.