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Atlanta Capital

Atlanta, GASEC-registered investment adviserCRD 116719

Filed as ATLANTA CAPITAL · Legal name Atlanta Capital Management Company, L.L.C.

Atlanta Capital is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

25 years
registered since 2001
$28,644,498,655
assets under management
2 arrangements
Percentage of assets, Performance-based
3
disclosure items (Item 11)

Quick answers

From the filing

How is Atlanta Capital compensated?

On its Form ADV (Item 5.E, October 2026), Atlanta Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Atlanta Capital located?

Atlanta Capital's principal office is in Atlanta, GA, according to its Form ADV.

Is Atlanta Capital registered with the SEC or a state?

Atlanta Capital is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 116719.

How much does Atlanta Capital manage?

Atlanta Capital reports $28,644,498,655 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

How have Atlanta Capital's assets and staff changed since 2021?

In the Form ADV data for Atlanta Capital: Regulatory assets under management: $28,924,517,880 in the October 2021 data and $28,644,498,655 in the October 2026 data, down 1%. Total employees: 36 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Atlanta Capital serve?

By number of clients on Form ADV Item 5.D: other (9,158); state or municipal government entities (including government pension plans) (42); pension and profit sharing plans (but not the plan participants or government pension plans) (32).

Which custodians does Atlanta Capital use?

Atlanta Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York, Northern Trust Co. and State Street Bank as custodians holding 10% or more of its separately managed account assets.

Does Atlanta Capital report any disciplinary disclosures?

Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116719

What changed in Atlanta Capital's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 15 to 14. Regulatory assets under management went from $36,284,382,111 to $28,644,498,655 (-21%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$28,644,498,655

$28,644,498,655 as of October 2026, filing dated March 26, 2026.

Discretionary: $28,644,498,655.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients Fewer than 5 Assets $0 (0%)
High net worth individuals
Clients 22 Assets $289,906,173 (1%)
Banking or thrift institutions
Clients Fewer than 5 Assets $0 (0%)
Investment companies
Clients 5 Assets $17,633,854,725 (62%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 1 Assets $1,100,197,912 (4%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 32 Assets $2,138,744,393 (7%)
Charitable organizations
Clients 8 Assets $218,696,633 (1%)
State or municipal government entities (including government pension plans)
Clients 42 Assets $3,504,361,217 (12%)
Other investment advisers
Clients 1 Assets $16,676,422 (0%)
Insurance companies
Clients 1 Assets $10,953,300 (0%)
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 7 Assets $384,967,112 (1%)
Other
Clients 9,158 Assets $3,346,140,768 (12%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (and business development companies)
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients

Registration and firm details

Items 1, 2, 5
Legal name
Atlanta Capital Management Company, L.L.C.
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2001 (25 years)
Employees
Total: 35. Performing investment advisory functions: 14.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
53 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

3 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.D(1) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
  • 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
  • 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$28.9B 2021 $29.9B 2022 $31.8B 2023 $33.2B 2024 $36.3B 2025 $28.6B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$28,644,498,65535March 26, 2026
October 2025$36,284,382,11129June 18, 2025
October 2024$33,178,196,87628March 27, 2024
October 2023$31,849,152,28137August 24, 2023
October 2022$29,876,022,01339May 27, 2022
October 2021$28,924,517,88036July 30, 2021

Regulatory assets under management: $28,924,517,880 in the October 2021 data and $28,644,498,655 in the October 2026 data, down 1%.

Total employees: 36 in October 2021 and 35 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 15 to 14.
    • Regulatory assets under management went from $36,284,382,111 to $28,644,498,655 (-21%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
morganstanley.com/IM

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Atlanta Capital (CRD 116719): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/atlanta-capital-atlanta-ga-116719