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ATLANTA CAPITAL

Legal name: ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.

CRD 116719File 801-60673
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$28.64B
Top 10% of cohort (national)
Discretionary AUM
$28.64B
Clients
119
9,277 accounts
Employees
35
Top 10% of cohort in GA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Sep 30, 2001
Principal office
1075 PEACHTREE STREET NE, SUITE 2100, ATLANTA, GA, 30309-3912
Phone
404-876-9411

Assets & accounts

ADV Item 5F
Total regulatory AUM
$28.64B
Discretionary AUM
$28.64B
Non-discretionary AUM
$0
Discretionary accounts
9,277
Non-discretionary accounts
0
Total accounts
9,277
AUM per client
$240.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other7$385.0M
Non-U.S. personsFewer than 5$0
Insurance companiesFewer than 5$11.0M
Investment companies5$17.63B
Charitable organizations8$218.7M
Other investment advisersFewer than 5$16.7M
High net worth individuals22$289.9M
Pooled investment vehicles1$1.10B
Banking or thrift institutionsFewer than 5$0
Pension and profit sharing plans32$2.14B
State or municipal government entities42$3.50B
Individuals (other than high net worth individuals)Fewer than 5$0

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11D1
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients9,277119decreased by9,158
Apr 1, 2026Employees2935increased by6
Apr 1, 2026Clients3,8719,277increased by5,406
Apr 1, 2026AUM$36,284,382,111$28,644,498,655decreased by$7,639,883,456
Apr 1, 2026Accounts11,9599,277decreased by2,682
May 1, 2025
vs Oct 1, 2022
Employees3929decreased by10
May 1, 2025
vs Oct 1, 2022
Clients3,5883,871increased by283
May 1, 2025
vs Oct 1, 2022
AUM$29,876,022,013$36,284,382,111increased by$6,408,360,098
May 1, 2025
vs Oct 1, 2022
Accounts3,58811,959increased by8,371
Jun 1, 2022Clients3,5623,588increased by26
Apr 1, 2022Employees3639increased by3
Apr 1, 2022Clients3,3003,562increased by262
Apr 1, 2022AUM$28,924,517,880$29,876,022,013increased by$951,504,133
Apr 1, 2022Accounts3,3003,588increased by288
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ATLANTA CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATLANTA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.