West Paces Advisors, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 175512
- Registered since
- May 13, 2015
- Website
- westpacesadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.36%
- Individuals2.79%
- Charitable Organizations0.59%
- Pension & Profit Sharing Plans0.25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
West Paces Advisors, Inc. is an independent RIA organized as a corporation that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC registered (initial registration in 2015) and charges fees based on a percentage of assets under management. Its advisory mix includes discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
- Other4%
Contacts
3 of 6
George Crews
Founding PrincipalCRD 4008720
Geoffrey Gober
PrincipalCRD 4867412
John Oglesby
PrincipalCRD 2716654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 138Active vs passive
$454M in ETFs
75%
$341M
15%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $79.7M | 413,746 | 17.55% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, 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
- Fulton
- Address
- 3284 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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