Decatur Capital Management, Inc.

RIASEC RegisteredEst. 2006
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 since 2006) organized as a corporation and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. It is registered to provide municipal advisory services and describes its advisory scope as portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. The firm does not identify as an active ESG investor. Decatur reports a clear tilt toward equities across client portfolios and lists exchange-traded equities as its primary instrument. It does not describe itself as a multi-state adviser in the provided snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

3 of 3
  • Ralph Bryant

    Ralph Bryant

    CFO & CCOCRD 1786983

  • Degas Wright

    Degas Wright

    CEO, CIO, Portfolio ManagerCRD 3119287

  • Elizabeth Crenshaw

    Elizabeth Crenshaw

    COO, Director of Business DevelopmentCRD 6226715

Contacts

2 of 2
  • Rosanne Lissow

    Rosanne Lissow

    Assistant Portfolio ManagerCRD 2653386

  • Tamica Williams

    Manager of OperationsCRD 2718070

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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