SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Atlanta Capital
Atlanta, GA
Atlanta Capital Management Company, L.L.C., CRD 116719
Firm filing updated March 26, 2026 ·
- $28.6BAssets
- 14Advisory staff
- 9,277Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- State or municipal government entities (including government pension plans)42
- Pension and profit sharing plans32
- High net worth individuals22
- Charities8
- Corporations or other businesses7
- and 2 more6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | 22 | $289.9 million |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Investment companies | 5 | $17.6 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 32 | $2.1 billion |
| Charitable organizations | 8 | $218.7 million |
| State or municipal government entities (including government pension plans) | 42 | $3.5 billion |
| Other investment advisors | Fewer than 5 clients | $16.7 million |
| Insurance companies | Fewer than 5 clients | $11.0 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 7 | $385.0 million |
| Other: "WRAP FEE PROGRAM CLIENTS" | 9,158 | $3.3 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$28.6 billion
- Accounts9,277
- DiscretionaryAll accounts
People
- Employees35
- Advisory staff14
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Atlanta Capital Management Company, L.L.C. SEC-registered investment advisor. CRD 116719, SEC file 801-60673.
- Registered with the SEC as an investment advisor (status date on record: September 30, 2001).
Is Atlanta Capital a fiduciary?
Short answer: Atlanta Capital is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.