# 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.

- CRD: 288169
- Filed as: ATLANTA CONSULTING GROUP ADVISORS, LLC
- 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)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288169
- AdvisorCensus page: https://advisorcensus.com/firm/atlanta-consulting-group-advisors-llc-atlanta-ga-288169

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James & Associates, Inc.
- US Bancorp

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: $14,698,439,022
- Discretionary: $2,189,349,778
- Non-discretionary: $12,509,089,244

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 23 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, FL, GA, KY, LA, NC, NE, NY, OH, SC, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Lexington, KY

### Websites listed on Form ADV (Item 1.I)
- [acgconsulting.com](https://acgconsulting.com)
- [g.co/kgs/FbVTnXR](https://g.co/kgs/FbVTnXR)
- [share.google/7gxfTp64IO3YNiA4m](https://share.google/7gxfTp64IO3YNiA4m)
- [theatlantaconsultinggroup.com](https://theatlantaconsultinggroup.com)
- Facebook @AtlantaConsultingGroup
- LinkedIn @atlanta-consulting-group
- X @ACGCONSULTGROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $13,529,621,188 | 21 | March 25, 2021 |
| October 2022 | $14,773,867,193 | 21 | April 14, 2022 |
| October 2023 | $11,847,734,774 | 23 | June 30, 2023 |
| October 2024 | $13,598,587,500 | 24 | September 6, 2024 |
| October 2025 | $13,586,544,360 | 23 | March 31, 2025 |
| October 2026 | $14,698,439,022 | 23 | April 27, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### December 2025
- Employees performing advisory functions went from 10 to 11.
- Changed its office addresses in Lexington, KY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlanta Consulting Group Advisors, LLC (CRD 288169): Form ADV filing data as of October 2026.