Atlanta Capital
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Overview
Atlanta Capital is an advisory company that has its headquarters in Atlanta, Georgia. Atlanta Capital controls $31.8 billion in total assets across 25,685 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). It has a small team, including 14 financial advisors. Atlanta Capital does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, equities and bonds.
Atlanta Capital manages some of its client assets in a discretionary manner. Discretionary management means that transaction decisions are made by a portfolio manager without requiring the customer's permission. The company also oversees 21,793 non-discretionary accounts totaling $6.1 billion in assets. The advisory firm supervises an average of $1.2 million in assets for each customer account. The typical financial advisor at Atlanta Capital manages about 1,835 client accounts.
The firm's headquarters is located at 1075 Peachtree Street Ne, Atlanta, Georgia 30309-3912. The company is legally allowed to serve customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Atlanta Capital by the Numbers
$31.8 billion
37
25,685
$1.2 million
Fee Structure
Financial management fees usually are based on which services the firm provides the client. Fees charged by the firm most likely consist of any combination of the following fee structures: asset-based or performance-based. Atlanta Capital participates in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a broad range of investors. Atlanta Capital works with high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, corporations and other. Out of its 25,685 clients, Atlanta Capital's largest client group is other, although it also manages money for 3,560 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 13.86%
- Other Individuals - 0%
- Corporations - 85.81%
- Charitable Organizations - 0.33%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Atlanta Capital does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Atlanta Capital
Atlanta, GA
Atlanta, GA
Atlanta, GA
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