Data sourced from SEC Form ADV filed March 26, 2026
Overview
Headquarters
Atlanta, GA
Total Firm Assets
$28.6 billion
Average High-Net-Worth Client Portfolio Size
$13.2 million
Stated Minimum Account Size
$10,000,000
Fee Disclosure
Source: ATLANTA CAPITAL FORM ADV PART 2A BROCHURE (2026-03-26)
· View brochure text
Min
Max
Disclosed Annual Rate
$0
$10,000,000
0.70%
$10,000,001
$100,000,000
0.50%
$100,000,001
$250,000,000
0.40%
$250,000,001
$500,000,000
0.35%
$500,000,001
and above
Negotiable
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
Below minimum client size
$5 million
Below minimum client size
$10 million
$70,000
0.70%
$50 million
$270,000
0.54%
$100 million
$520,000
0.52%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
1.01%
Number of High-Net-Worth Clients
22
Total Client Accounts
9,277
Discretionary Accounts
9,277
Services Offered
Services:
Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
SEC CRD Number
116719
ATLANTA CAPITAL FORM ADV PART 2A BROCHURE (2026-03-26)
(fee schedule source)
· View brochure text
Atlanta Capital's Form ADV discloses 0.70% on the first $10 million, 0.50% on the next $90 million, 0.40% on the next $150 million, 0.35% on the next $250 million, and negotiable rates above $500 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #116719), Atlanta Capital is subject to fiduciary duty under federal law.
Atlanta Capital is headquartered in ATLANTA, GA.
Atlanta Capital serves 22 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, Atlanta Capital offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
Atlanta Capital manages $28.6 billion in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, Atlanta Capital serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓