Atlanta Consulting Group Advisors, LLC 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 April 27, 2026, reports $14.7B in regulatory assets under management, 23 employees, 11 offices, and 1,727 accounts.
Assets Under Management
$14.7B
Employees
23
Offices
11 offices
Total Clients
364
Primary office
ATLANTA, GA
5600 GLENRIDGE DRIVE NE, SUITE 230 - EAST, ATLANTA, GA, United States
Top client segmentIndividuals represent 62.4% of total clients.
Top client categories% of clientsClients
1
Individuals
62.4%
227
2
Charitable
14.6%
53
3
HNWI
13.7%
50
4
Pension Plans
5.5%
20
5
Corporations
3.8%
14
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.7Bas of April 27, 2026
Discretionary14.9%
$2.2B
15% of total RAUM14.9%
Non-discretionary85.1%
$12.5B
85% of total RAUM85.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$14.7B
Total Accounts1,727
10Y AUM Change+$14.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee16:1
10Y Employee Change+3 (+15.0%)
* 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.