Atlanta Capital
Atlanta, GA·SEC-registered · CRD #116719
Atlanta Capital is an SEC-registered investment advisory firm in Atlanta, GA managing $29B across 9.3k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$29B
Client accounts
9.3k
Advisory staff
14
Fee model
Fee-only
How Atlanta Capital is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Atlanta Capital
How much does Atlanta Capital manage?
Per its most recent SEC Form ADV filing (03/26/2026), Atlanta Capital reports $29B in regulatory assets under management across roughly 9.3k client accounts.
How does Atlanta Capital charge?
Atlanta Capital is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Atlanta Capital a fiduciary?
Yes. Atlanta Capital is registered with the U.S. Securities and Exchange Commission (CRD #116719), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Atlanta Capital taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Atlanta Capital and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Atlanta Capital's public SEC Form ADV filing (CRD #116719, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Atlanta Capital. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Atlanta Capital? Claim this profile.