Decatur Capital Management, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Decatur Capital Management, Inc
Overview
Decatur Capital Management, Inc is a financial advisor company located in Decatur, Georgia. Decatur Capital Management, Inc controls $150.4 million in assets across 36 accounts, making it a mid-tier firm in the United States by assets under management (AUM). The firm has a small group, including 4 financial advisors. Decatur Capital Management, Inc is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like bonds, stocks and options.
Decatur Capital Management, Inc manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell decisions for the client's account without requiring client permission. The investment advisory firm manages roughly $4.2 million in assets for every account. An average advisor at Decatur Capital Management, Inc oversees about nine client accounts, making it one of the more personalized financial advisor firms in the country.
The company's main office is at 150 East Ponce De Leon Avenue, Decatur, Georgia 30030-2547. The company is legally registered to serve investors across a number of states, including Georgia, Texas and Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Decatur Capital Management, Inc by the Numbers
$150.4 million
5
36
$4.2 million
Fee Structure
Fees for financial advice largely are based on the financial services offered. Fees billed by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
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 26% of firms that offer this fee type
Performance-based
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to high net worth investors, state or municipal government entities, corporations and other. Out of its 36 customers, Decatur Capital Management, Inc's biggest client is high net worth investors, though it also caters to 18 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 72%
- Other Individuals - 0%
- Corporations - 28%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Decatur Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Decatur Capital Management, Inc
Decatur, GA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.