Investment adviser · CRD 288169
ATLANTA CONSULTING GROUP ADVISORS, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Apr 27, 2026
- Regulatory AUM
- $14.7B Form ADV · Item 5.F
- Client accounts
- 1,727 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 53 | $4,623,729,805 | 31.5% |
| Retirement plans | 20 | $3,957,844,679 | 26.9% |
| High-net-worth individuals | 50 | $3,001,028,846 | 20.4% |
| Corporations & businesses | 14 | $2,404,139,633 | 16.4% |
| Insurance companies | Fewer than 5 | $401,099,642 | 2.7% |
| Individuals | 227 | $302,271,547 | 2.1% |
| Government entities | Fewer than 5 | $8,324,870 | 0.1% |
Filing source
Form ADV 2099266 · Apr 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Commissions
Principal office
5600 GLENRIDGE DRIVE NE, SUITE 230 - EASTATLANTA, GA, 30342, United States
CRD 288169
Filing source
Form ADV 2099266 · Apr 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.