Data / Investment advisers / Georgia / Atlanta Consulting Group Advisors, LLC
Atlanta Consulting Group Advisors, LLC, Atlanta, GA: $14.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Atlanta Consulting Group Advisors, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $14.7 billion in regulatory assets under management in its Form ADV filed April 27, 2026. Its clients include charitable organizations, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and commissions.
The request: Watch Atlanta Consulting Group Advisors, LLC (CRD number 288169): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 288169
- SEC file number
- 801-112054
- SEC status
- Approved, effective November 21, 2017
- Main office
- 5600 Glenridge Drive Ne Suite 230, East, Atlanta, GA 30342
- Phone
- (888) 317-2810
- Regulatory AUM
- $14,698,439,022 in the Form ADV filed April 27, 2026
- Discretionary AUM
- $2,189,349,778
- Non discretionary AUM
- $12,509,089,244
- Accounts
- 1,727
- Employees
- 23, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Other offices
- 11
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 53 | $4.62 billion |
| Pension and profit sharing plans | 20 | $3.96 billion |
| High net worth individuals | 50 | $3.00 billion |
| Corporations or other businesses | 14 | $2.40 billion |
| Insurance companies | Fewer than 5 | $401.1 million |
| Individuals (other than high net worth individuals) | 227 | $302.3 million |
| State or municipal government entities | Fewer than 5 | $8.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $14.70 billion | March 31, 2026 |
| December 1, 2025 | $13.59 billion | November 13, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Roark Capital Management, LLC | Atlanta | $34.18 billion | 14 | adviserinfo.sec.gov |
| HB Wealth | Atlanta | $30.16 billion | 24 | adviserinfo.sec.gov |
| Atlanta Capital | Atlanta | $28.64 billion | Not listed | adviserinfo.sec.gov |
| Osaic Advisory Services, LLC | Atlanta | $15.48 billion | Not listed | adviserinfo.sec.gov |
| Ira Group, Inc. | Atlanta | $15.42 billion | Not listed | adviserinfo.sec.gov |
| Angel Oak Capital Advisors, LLC | Atlanta | $11.49 billion | 9 | adviserinfo.sec.gov |
| Asset Preservation Advisors, LLC | Atlanta | $11.05 billion | Not listed | adviserinfo.sec.gov |
| Advisory Services Network | Atlanta | $10.60 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving charitable organizations
- Advisers serving pension and profit sharing plans
- Atlanta Consulting Group Advisors, LLC on the SEC's adviser search
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.