Atlanta Consulting Group Advisors, LLC

RIASEC RegisteredEst. 2017
Total AUM
$14.7B
Discretionary
$2.2B
15% of AUM
Avg account
$8.5M
Accounts
1,727
Employees
23
Advisory reps
12

Firm details

Headquarters
Atlanta, Georgia
CRD number
288169
Registered since
November 21, 2017
Website
acgconsulting.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC., US BANCORP FUND SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Client types
  • Charitable Organizations31.46%
  • Pension & Profit Sharing Plans26.93%
  • HNWI20.42%
  • Corporations / Businesses16.36%
  • Insurance Companies2.73%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Atlanta Consulting Group Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm acts as a capital allocator for both individuals/families and institutional clients and charges a mix of percentage-of-AUM fees, fixed fees and commissions. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services and the selection of other advisers. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Private Funds 24%, Exchange Traded Equities 11%, State & Local Bonds 3%, Cash & Cash Equivalents 3%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%54%
  • Public Funds/Mutual Funds54%
  • Private Funds24%
  • Exchange Traded Equities11%
  • State & Local Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Mary Johnston

    Mary Johnston

    Chief Compliance OfficerCRD 3238859

  • Gary Schafer

    Gary Schafer

    Chief Operating Officer, Managing PartnerCRD 2580720

Contacts

3 of 10
  • William Haggin

    William Haggin

    ConsultantCRD 7662116

  • Keely Rock

    Keely Rock

    ConsultantCRD 6355529

  • Michael Malloy

    Michael Malloy

    PartnerCRD 1698047

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$471M in ETFs

Passive

85%

$399M

Active

11%

$71.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P SMALL-CAP ETF (IJR)BlackRockPassiveSmall Blend$73.1M492,88315.53%
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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
5600 Glenridge Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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