# 4612 Group, LLC

> 4612 Group, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 287619
- Filed as: 4612 GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287619
- AdvisorCensus page: https://advisorcensus.com/firm/4612-group-llc-atlanta-ga-287619

## Quick answers

**How is 4612 Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 4612 Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is 4612 Group, LLC located?**
4612 Group, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is 4612 Group, LLC registered with the SEC or a state?**
4612 Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 287619.

**How much does 4612 Group, LLC manage?**
4612 Group, LLC reports $773,319,042 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (34% discretionary).

**How have 4612 Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for 4612 Group, LLC: Regulatory assets under management: $172,684,040 in the October 2021 data and $773,319,042 in the October 2026 data, up 348%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 4612 Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); other (2).

**Which custodians does 4612 Group, LLC use?**
4612 Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does 4612 Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287619

**What changed in 4612 Group, LLC's recent Form ADV filings?**
In the January 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Northern Trust Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $773,319,042
- Discretionary: $265,079,454
- Non-discretionary: $508,239,588

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $265,079,454 |
| Other | 2 | $508,239,588 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [4612group.com](https://4612group.com)
- LinkedIn @4612-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $172,684,040 | 7 | March 30, 2021 |
| October 2022 | $646,791,896 | 7 | April 28, 2022 |
| October 2023 | $590,668,715 | 8 | March 31, 2023 |
| October 2024 | $730,345,308 | 8 | March 25, 2024 |
| October 2025 | $745,269,519 | 9 | May 30, 2025 |
| October 2026 | $773,319,042 | 9 | March 30, 2026 |

Regulatory assets under management: $172,684,040 in the October 2021 data and $773,319,042 in the October 2026 data, up 348%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 4612 Group, LLC (CRD 287619): Form ADV filing data as of October 2026.