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 Consulting Group Advisors, LLC
Atlanta, GA
CRD 288169
Firm filing updated April 27, 2026 ·
- $14.7BAssets
- 10Advisory staff
- 1,727Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- CommissionsYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals227
- Charities53
- High net worth individuals50
- Pension and profit sharing plans20
- Corporations or other businesses14
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 227 | $302.3 million |
| High net worth individuals | 50 | $3.0 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $4.0 billion |
| Charitable organizations | 53 | $4.6 billion |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $8.3 million |
| Insurance companies | Fewer than 5 clients | $401.1 million |
| Corporations or other businesses not listed above | 14 | $2.4 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$14.7 billion
- Accounts1,727
- Discretionary$2.2 billion · 1,009 accounts
- Non-discretionary$12.5 billion · 718 accounts
People
- Employees23
- Advisory staff10
- Broker-dealer reps15
- Licensed insurance agents2
- Planning clients11 to 25
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 288169, SEC file 801-112054.
- Registered with the SEC as an investment advisor (status date on record: November 21, 2017).
Is Atlanta Consulting Group Advisors, LLC a fiduciary?
Short answer: Atlanta Consulting Group Advisors, LLC 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: 15 staff are broker-dealer representatives. 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.
2 staff are licensed insurance agents.
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.