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ATLANTA CONSULTING GROUP ADVISORS, LLC
CRD 288169File 801-112054
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$14.70B
Top 10% of cohort (national)
Discretionary AUM
$2.19B
Non-discretionary $12.51B
Clients
364
1,727 accounts
Employees
23
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 21, 2017
- Principal office
- 5600 GLENRIDGE DRIVE NE, SUITE 230 - EAST, ATLANTA, GA, 30342
- Phone
- 888-317-2810
- Website
- https://acgconsulting.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.70B
- Discretionary AUM
- $2.19B
- Non-discretionary AUM
- $12.51B
- Discretionary accounts
- 1,009
- Non-discretionary accounts
- 718
- Total accounts
- 1,727
- AUM per client
- $40.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $2.40B |
| Insurance companies | Fewer than 5 | $401.1M |
| Charitable organizations | 53 | $4.62B |
| High net worth individuals | 50 | $3.00B |
| Pension and profit sharing plans | 20 | $3.96B |
| State or municipal government entities | Fewer than 5 | $8.3M |
| Individuals (other than high net worth individuals) | 227 | $302.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 357 | 364 | increased by7 |
| Apr 1, 2026 | Employees | 24 | 23 | decreased by1 |
| Apr 1, 2026 | Clients | 337 | 357 | increased by20 |
| Apr 1, 2026 | AUM | $13,586,544,360 | $14,698,439,022 | increased by$1,111,894,662 |
| Apr 1, 2026 | Accounts | 1,836 | 1,727 | decreased by109 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 23 | 24 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 23 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 267 | 337 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,773,867,193 | $13,586,544,360 | decreased by$1,187,322,833 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 267 | 1,836 | increased by1,569 |
| May 1, 2022 | Clients | 262 | 267 | increased by5 |
| May 1, 2022 | AUM | $14,772,445,226 | $14,773,867,193 | increased by$1,421,967 |
| May 1, 2022 | Accounts | 262 | 267 | increased by5 |
| Apr 1, 2022 | Clients | 274 | 262 | decreased by12 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATLANTA CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATLANTA CONSULTING” 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.