Atlantic Capital Investments, LLC

Overview

Atlantic Capital Investments, LLC is a small independent registered investment adviser focused on serving individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses, operating primarily on a non-discretionary basis. Fee arrangements include a percentage of AUM alongside hourly and fixed-fee engagements, which accommodates both ongoing portfolio relationships and project-based advice. Investment activity centers on public funds and mutual funds as the primary vehicle for client exposures. The firm does not present itself as a capital allocator or pension consultant, and it is not an active ESG investor. With a single-office model and a limited client base, Atlantic Capital runs a boutique advisory practice that favors liquid, pooled vehicles and client-directed implementations rather than large-scale direct alternative ownership or broad institutional mandates.

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Location & Offices