Paces Ferry Wealth Advisors, LLC

RIASEC RegisteredEst. 2019
Total AUM
$491M
Discretionary
$435M
88% of AUM
Avg account
$704K
Accounts
698
Employees
6
Advisory reps
5

Firm details

Headquarters
Atlanta, Georgia
CRD number
300057
Registered since
January 28, 2019
Website
pacesferrywealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI84.79%
  • Corporations / Businesses8.42%
  • Individuals3.86%
  • Charitable Organizations1.63%
  • Pension & Profit Sharing Plans1.3%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Paces Ferry Wealth Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management across individual, small business and institutional mandates, and offers pension consulting and the selection of other advisers as part of its advisory services. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. Paces Ferry is not identified as an active ESG investor and is not a multi-state or related adviser according to available records.

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 51%, Exchange Traded Equities 31%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, Private Funds 4%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, Derivatives 1%, Other 1%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%
  • Private Funds4%

Contacts

3 of 5
  • Beth Conklin

    Beth Conklin

    Associate Wealth AdvisorCRD 5800097

  • Jackson Metzger

    Jackson Metzger

    Senior Portfolio AnalystCRD 7381680

  • Zachary Morris

    Zachary Morris

    Managing Partner, FounderCRD 5939621

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$166M in ETFs

Passive

74%

$124M

Active

24%

$42.7M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$23.5M693,96214.13%
Unlock additional holdings →

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
2849 Paces Ferry Rd Se
Time zone
ET (UTC-5)
Office locations

Similar firms

Register Financial Advisors, LLC

RIA

Atlanta, GA

AUM $488MTEAM 15REPS 15

Investors Asset Management Of Georgia Inc

RIA

Atlanta, GA

AUM $502MTEAM 9REPS 7

First Advisors National, LLC

RIA

Atlanta, GA

AUM $506MTEAM 65REPS 72

Source Capital, LLC

RIA

Atlanta, GA

AUM $475MTEAM 18REPS 4

Highbrook Capital Partners

RIA

Atlanta, GA

AUM $509MTEAM 6REPS 4

Adapt Wealth Advisors, LLC

RIA

Atlanta, GA

AUM $469MTEAM 12REPS 8
More RIAs in Atlanta →All Georgia RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth