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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.