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Atlanta Consulting Group Advisors, LLC

Atlanta, GASEC-registered investment adviserCRD 288169

Filed as ATLANTA CONSULTING GROUP ADVISORS, LLC

Atlanta Consulting Group Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 27, 2026.

8 years
registered since 2017
$14,698,439,022
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Atlanta Consulting Group Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Atlanta Consulting Group Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.

Where is Atlanta Consulting Group Advisors, LLC located?

Atlanta Consulting Group Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Atlanta Consulting Group Advisors, LLC registered with the SEC or a state?

Atlanta Consulting Group Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288169.

How much does Atlanta Consulting Group Advisors, LLC manage?

Atlanta Consulting Group Advisors, LLC reports $14,698,439,022 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (15% discretionary).

How have Atlanta Consulting Group Advisors, LLC's assets and staff changed since 2021?

In the Form ADV data for Atlanta Consulting Group Advisors, LLC: Regulatory assets under management: $13,529,621,188 in the October 2021 data and $14,698,439,022 in the October 2026 data, up 9%. Total employees: 21 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Atlanta Consulting Group Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (227); charitable organizations (53); high net worth individuals (50).

Which custodians does Atlanta Consulting Group Advisors, LLC use?

Atlanta Consulting Group Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Raymond James & Associates, Inc. and US Bancorp as custodians holding 10% or more of its separately managed account assets.

Does Atlanta Consulting Group Advisors, 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/288169

Does Atlanta Consulting Group Advisors, LLC state an account minimum?

Its Form ADV Part 2A brochure dated April 27, 2026 says: "ACG’s minimum portfolio value is generally set at $5,000,000. However, ACG may, in its sole discretion, accept accounts below the minimum portfolio value."

What changed in Atlanta Consulting Group Advisors, LLC's recent Form ADV filings?

In the April 2026 filing data: Added the business name Brewer Private Wealth of Atlanta Consulting Group. Added the business name Brewer Private Wealth of ACG. Added the business name Atlanta Consulting Group. Added the business name ACG. Employees performing advisory functions went from 11 to 10.

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
  • Fixed fees (other than subscription fees)
  • Commissions

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

Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

The brochure's wording
ACG’s minimum portfolio value is generally set at $5,000,000. However, ACG may, in its sole discretion, accept accounts below the minimum portfolio value.

As stated in the firm's Form ADV Part 2A brochure dated April 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$14,698,439,022

$14,698,439,022 as of October 2026, filing dated April 27, 2026.

Discretionary: $2,189,349,778.Non-discretionary: $12,509,089,244.

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 227 Assets $302,271,547 (2%)
High net worth individuals
Clients 50 Assets $3,001,028,846 (20%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 20 Assets $3,957,844,679 (27%)
Charitable organizations
Clients 53 Assets $4,623,729,805 (31%)
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets $8,324,870 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients Fewer than 5 Assets $401,099,642 (3%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 14 Assets $2,404,139,633 (16%)
Other
Clients 0 Assets $0 (0%)

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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Also doing business as
ACG, ATLANTA CONSULTING GROUP, BREWER PRIVATE WEALTH, BREWER PRIVATE WEALTH OF ACG, BREWER PRIVATE WEALTH OF ATLANTA CONSULTING GROUP
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2017 (8 years)
Employees
Total: 23. Performing investment advisory functions: 10.
Wrap fee program participation
No.
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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the May 2026 filing
Lexington, KY
States registered or notice-filed
16 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$13.5B 2021 $14.8B 2022 $11.8B 2023 $13.6B 2024 $13.6B 2025 $14.7B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$14,698,439,02223April 27, 2026
October 2025$13,586,544,36023March 31, 2025
October 2024$13,598,587,50024September 6, 2024
October 2023$11,847,734,77423June 30, 2023
October 2022$14,773,867,19321April 14, 2022
October 2021$13,529,621,18821March 25, 2021

Regulatory assets under management: $13,529,621,188 in the October 2021 data and $14,698,439,022 in the October 2026 data, up 9%.

Total employees: 21 in October 2021 and 23 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
    • Added the business name Brewer Private Wealth of Atlanta Consulting Group.
    • Added the business name Brewer Private Wealth of ACG.
    • Added the business name Atlanta Consulting Group.
    • Added the business name ACG.
    • Employees performing advisory functions went from 11 to 10.
  2. December 2025
    • Employees performing advisory functions went from 10 to 11.
    • Changed its office addresses in Lexington, KY.

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
acgconsulting.comg.co/kgs/FbVTnXRshare.google/7gxfTp64IO3YNiA4mtheatlantaconsultinggroup.com

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 Consulting Group Advisors, LLC (CRD 288169): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/atlanta-consulting-group-advisors-llc-atlanta-ga-288169