ATLANTA CAPITAL

Overview

Atlanta Capital is an SEC-registered investment adviser that manages portfolios for individuals, families and institutions. The firm runs distinctly equity-oriented strategies, favoring exchange-traded equities as the primary portfolio building block while supplementing equity exposure with targeted credit and real asset allocations. Fee arrangements include both a percentage-of-AUM structure and performance-based fees, and Atlanta Capital offers portfolio management across separate accounts, pooled investment vehicles and investment companies. The firm identifies as an active ESG investor and maintains a broad set of industry roles — from acting as sponsor or managing member of pooled vehicles to operating across broker-dealer, trust company and other financial-service functions — which supports flexibility in structuring client solutions and accessing alternative manager relationships. Investment approach appears oriented toward concentrated, high-conviction equity positions combined with selective use of external managers for alternatives and credit. That mix aligns with the firm’s preference for exchange-traded equities as the dominant sleeve while using private and illiquid strategies to pursue income, diversification and enhanced return streams.

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Public Holdings

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Location & Offices