Data / Investment advisers / Serving pooled investment vehicles / Georgia
Investment advisers in Georgia serving pooled investment vehicles: 85 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
85 SEC registered investment advisers with a main office in Georgia report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $256 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Invesco Advisers, Inc.
The request: Every investment adviser in Georgia that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 85Advisers
- $256 billionAUM from this client type
- 81Advisers over $100 million
- November 2, 2026File date
Advisers in Georgia serving pooled investment vehicles
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Invesco Advisers, Inc. | Atlanta | 198 | $129.33 billion | $749.52 billion | adviserinfo.sec.gov |
| Roark Capital Management, LLC | Atlanta | 14 | $34.18 billion | $34.18 billion | adviserinfo.sec.gov |
| Earnest Partners, LLC | Atlanta | 20 | $11.69 billion | $42.61 billion | adviserinfo.sec.gov |
| Domain Capital Advisors, LLC | Atlanta | 33 | $7.27 billion | $7.27 billion | adviserinfo.sec.gov |
| Jamestown, L.P. | Atlanta | 22 | $7.03 billion | $7.06 billion | adviserinfo.sec.gov |
| GMT Capital Corp. | Atlanta | 4 | $6.54 billion | $6.90 billion | adviserinfo.sec.gov |
| Gid Multifamily Investment Management LLC | Atlanta | 8 | $5.89 billion | $5.89 billion | adviserinfo.sec.gov |
| Cortland Investment Management, LLC | Atlanta | 8 | $5.67 billion | $5.67 billion | adviserinfo.sec.gov |
| Vident Asset Management | Alpharetta | 22 | $4.78 billion | $22.02 billion | adviserinfo.sec.gov |
| Falcons I, LLC | Atlanta | 1 | $2.75 billion | $2.75 billion | adviserinfo.sec.gov |
| Bluearc Capital Management | Atlanta | 51 | $2.44 billion | $2.44 billion | adviserinfo.sec.gov |
| Resurgens Technology Advisors, L.P. | Atlanta | 10 | $2.17 billion | $2.17 billion | adviserinfo.sec.gov |
| Aff Fund Manager, LLC | Atlanta | 14 | $2.01 billion | $2.01 billion | adviserinfo.sec.gov |
| Angel Oak Capital Advisors, LLC | Atlanta | 13 | $1.90 billion | $11.49 billion | adviserinfo.sec.gov |
| Argonne Capital Group, LLC | Atlanta | 19 | $1.68 billion | $1.68 billion | adviserinfo.sec.gov |
| Primus Capital Partners, Inc. | Atlanta | 4 | $1.67 billion | $1.67 billion | adviserinfo.sec.gov |
| Infinity Capital Advisors, LLC | Atlanta | 49 | $1.38 billion | $1.53 billion | adviserinfo.sec.gov |
| Chi-Rho Financial, LLC | Atlanta | 5 | $1.35 billion | $1.35 billion | adviserinfo.sec.gov |
| Forest Investment Associates | Atlanta | 5 | $1.28 billion | $5.24 billion | adviserinfo.sec.gov |
| Stadion Money Management, LLC | Watkinsville | 64 | $1.22 billion | $2.69 billion | adviserinfo.sec.gov |
| Sovereign's Capital Management, LLC | Atlanta | 25 | $1.17 billion | $1.28 billion | adviserinfo.sec.gov |
| Fulcrum Equity Partners, Inc. | Atlanta | 8 | $1.16 billion | $1.16 billion | adviserinfo.sec.gov |
| Bip Capital | Atlanta | 61 | $1.13 billion | $1.29 billion | adviserinfo.sec.gov |
| Atlanta Capital | Atlanta | 1 | $1.10 billion | $28.64 billion | adviserinfo.sec.gov |
| Bay Point Advisors, LLC | Atlanta | 8 | $1.03 billion | $1.03 billion | adviserinfo.sec.gov |
| Msouth Equity Partners, LLC | Atlanta | 2 | $1.00 billion | $1.00 billion | adviserinfo.sec.gov |
| Boone Capital Management LLC | Atlanta | 3 | $963.2 million | $963.2 million | adviserinfo.sec.gov |
| Peachtree Group | Atlanta | 27 | $940.8 million | $940.8 million | adviserinfo.sec.gov |
| Trails Edge Capital Partners, LP | Atlanta | 3 | $933.4 million | $933.4 million | adviserinfo.sec.gov |
| Avego Management, LLC | Alpharetta | 9 | $917.5 million | $917.5 million | adviserinfo.sec.gov |
| HB Wealth | Atlanta | 23 | $860.3 million | $30.16 billion | adviserinfo.sec.gov |
| Eagle Merchant Partners | Atlanta | 17 | $840.6 million | $840.6 million | adviserinfo.sec.gov |
| Masters Capital Management, L.L.C. | Atlanta | 4 | $804.6 million | $804.6 million | adviserinfo.sec.gov |
| Blue Grotto Capital, LLC | Atlanta | 3 | $742.5 million | $2.10 billion | adviserinfo.sec.gov |
| Timberland Investment Resources, LLC | Atlanta | 6 | $686 million | $1.98 billion | adviserinfo.sec.gov |
| Arcapita Investment Management US Inc. | Atlanta | 8 | $607.3 million | $607.3 million | adviserinfo.sec.gov |
| Domain Timber Advisors, LLC | Atlanta | 6 | $575.9 million | $575.9 million | adviserinfo.sec.gov |
| Altera Private Access, LLC | Atlanta | 52 | $562.4 million | $562.4 million | adviserinfo.sec.gov |
| Source Capital, LLC | Atlanta | 19 | $475.4 million | $475.4 million | adviserinfo.sec.gov |
| TCP Management LLC | Atlanta | 4 | $463.5 million | $463.5 million | adviserinfo.sec.gov |
| Southeast Asset Advisors, LLC | Thomasville | 7 | $443.8 million | $4.20 billion | adviserinfo.sec.gov |
| MCP Advisers, LLC | Atlanta | 1 | $400 million | $400 million | adviserinfo.sec.gov |
| Signaturefd, LLC | Atlanta | 6 | $373.3 million | $9.68 billion | adviserinfo.sec.gov |
| Maestria Partners LLC | Atlanta | 1 | $350.4 million | $350.4 million | adviserinfo.sec.gov |
| Bip Capital Management Services, LLC | Atlanta | 17 | $345.3 million | $345.3 million | adviserinfo.sec.gov |
| Gridline | Atlanta | 44 | $332.1 million | $332.1 million | adviserinfo.sec.gov |
| O15 Capital Partners, LLC | Atlanta | 2 | $310.3 million | $310.3 million | adviserinfo.sec.gov |
| Battle Investment Group, LLC | Atlanta | 3 | $307.9 million | $307.9 million | adviserinfo.sec.gov |
| Grove Mountain Partners, LLC | Atlanta | 4 | $307.7 million | $307.7 million | adviserinfo.sec.gov |
| Chatham Capital | Atlanta | 6 | $288.9 million | $288.9 million | adviserinfo.sec.gov |
| 4612 Group, LLC | Atlanta | 7 | $265.1 million | $773.3 million | adviserinfo.sec.gov |
| Berkeley Capital Partners, LLC | Milton | 7 | $245.7 million | $1.10 billion | adviserinfo.sec.gov |
| Caymus Equity Partners, LLC | Atlanta | 12 | $241.6 million | $241.6 million | adviserinfo.sec.gov |
| Willis Investment Counsel Inc | Gainesville | 3 | $202.7 million | $4.23 billion | adviserinfo.sec.gov |
| Phorcys Capital Partners, LLC | Alpharetta | 3 | $191.5 million | $191.5 million | adviserinfo.sec.gov |
| Ash Investment Partners, LLC | Atlanta | 1 | $185.7 million | $185.7 million | adviserinfo.sec.gov |
| Godwin Capital Group, LLC | Atlanta | 13 | $185.2 million | $1.13 billion | adviserinfo.sec.gov |
| Overlay Management, LLC | Alpharetta | 41 | $168.6 million | $168.6 million | adviserinfo.sec.gov |
| Balentine | Atlanta | 6 | $165.6 million | $5.54 billion | adviserinfo.sec.gov |
| Lynx Capital, LLC | Atlanta | 6 | $154.5 million | $154.5 million | adviserinfo.sec.gov |
| West Elk Capital, LLC | Atlanta | 1 | $152.3 million | $152.3 million | adviserinfo.sec.gov |
| Crown Management Advisors, LLC | Atlanta | 1 | $142.2 million | $142.2 million | adviserinfo.sec.gov |
| Linx Partners, LLC | Atlanta | 7 | $131.4 million | $131.4 million | adviserinfo.sec.gov |
| Cygnus Capital Advisors, LLC | Atlanta | 1 | $105.7 million | $229.7 million | adviserinfo.sec.gov |
| Harbinger Sports Partners | Atlanta | 1 | $100 million | $100 million | adviserinfo.sec.gov |
| Liquid Strategies, LLC | Atlanta | 2 | $73.2 million | $1.45 billion | adviserinfo.sec.gov |
| KDHB V Capital Management, LLC | Atlanta | 1 | $54.8 million | $54.8 million | adviserinfo.sec.gov |
| Infinity Credit Advisory, LLC | Atlanta | 1 | $53.5 million | $53.5 million | adviserinfo.sec.gov |
| Chatham Capital Group Inc | Savannah | 2 | $46.3 million | $878.1 million | adviserinfo.sec.gov |
| Haven Global Partners, LLC | Atlanta | 1 | $32 million | $1.45 billion | adviserinfo.sec.gov |
| Sage Mountain Advisors, LLC | Atlanta | 3 | $26.9 million | $4.29 billion | adviserinfo.sec.gov |
| Nicholas Hoffman & Company, LLC | Atlanta | 1 | $25 million | $8.26 billion | adviserinfo.sec.gov |
| Prce Management LLC | Alpharetta | 1 | $22.2 million | $22.2 million | adviserinfo.sec.gov |
| Arcus Capital Partners, LLC | Atlanta | 3 | $18.1 million | $2.51 billion | adviserinfo.sec.gov |
| Dyche, Riley, & Selman Wealth Management | Fayetteville | 14 | $17.3 million | $162.3 million | adviserinfo.sec.gov |
| Maven Capital Partners, LLC | Atlanta | 3 | $17 million | $152.9 million | adviserinfo.sec.gov |
| Trademark Capital Management Inc. | Watkinsville | 2 | $16.8 million | $150.8 million | adviserinfo.sec.gov |
| Holcombe Financial, Inc. | Atlanta | 3 | $14.5 million | $451.6 million | adviserinfo.sec.gov |
| Gleneagles Investment Advisors, LLC | Atlanta | 4 | $8.4 million | $3.08 billion | adviserinfo.sec.gov |
| Rule One Partners, LLC | Moreland | 1 | $7.1 million | $236.2 million | adviserinfo.sec.gov |
| Reicon Wealth Advisors, LLC | Atlanta | 2 | $3.9 million | $220.1 million | adviserinfo.sec.gov |
| Premis Advisors, LLC | Atlanta | 1 | $2.5 million | $213.9 million | adviserinfo.sec.gov |
| Silvant Capital Management LLC | Atlanta | 1 | $1.1 million | $3.04 billion | adviserinfo.sec.gov |
| Oppenheimerfunds Inc | Atlanta | 1 | $827,684 | $827,684 | adviserinfo.sec.gov |
| Jamison Private Wealth Management, Inc. | Milton | 1 | $187,354 | $1.05 billion | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.