Decatur Capital Management, Inc.

RIASEC Registered
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$6.3M
Accounts
40
Employees
6
Advisory reps
5

Firm details

Headquarters
Decatur, Georgia
CRD number
120679
Registered since
February 9, 2006
Custodians
J.P. MORGAN SECURITIES INC., PNC INVESTMENTS LLC
Fee structure
Percentage of AUM
Client types
  • State / Municipal Government84.92%
  • Corporations / Businesses12.23%
  • HNWI2.06%
  • Individuals0.4%
  • Charitable Organizations0.38%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Decatur Capital Management, Inc. is an SEC-registered institutional RIA (registered in 2006) that manages investment portfolios for individuals, families and institutions. The firm is owned by an individual and bills clients via a percentage-of-assets fee model. Its advisory services span separately managed accounts and pooled investment vehicles, and it is also registered to provide municipal advisory services. Decatur emphasizes equity exposures and portfolio management across client types rather than acting as a pure capital allocator. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, US Government Bonds 1%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • US Government Bonds1%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Decatur, GA

Dekalb

Location

Decatur, GA

Headquartered in Decatur, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Dekalb
Address
160 Clairemont Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth