Atlanta Capital

RIASEC RegisteredEst. 2001

Total AUM

$28.6B

Discretionary

$28.6B

100% of AUM

Avg account

$3.1M

Accounts

9,277

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 116719
Registered since: September 30, 2001
Website: www.atlcap.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies61.56%
State / Municipal Government12.23%
Other11.68%
Pension & Profit Sharing Plans7.47%
Pooled Investment Vehicles3.84%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atlanta Capital is an SEC-registered institutional RIA organized as an LLC and in operation since 2001. The firm serves both individual/family and institutional clients, managing portfolios for individuals and small businesses, investment companies, pooled vehicles, and businesses or institutions. Its fee arrangements include percentage-of-AUM billing and performance-based fees. Atlanta Capital identifies itself as an active ESG investor and holds a range of industry registrations and affiliations that go beyond pure advisory work, including broker-dealer activity, municipal advisory registrations, swap-dealer and futures-related registrations, and roles as sponsor/GP or managing member of pooled investment vehicles.