# Atlantic Capital Strategies, Inc.

> Atlantic Capital Strategies, Inc. is an SEC-registered investment advisory firm, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 146725
- Filed as: ATLANTIC CAPITAL STRATEGIES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146725
- AdvisorCensus page: https://advisorcensus.com/firm/atlantic-capital-strategies-inc-146725

## Quick answers

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

**Is Atlantic Capital Strategies, Inc. registered with the SEC or a state?**
Atlantic Capital Strategies, Inc. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146725.

**How much does Atlantic Capital Strategies, Inc. manage?**
Atlantic Capital Strategies, Inc. reports $2,567,743,000 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary).

**How have Atlantic Capital Strategies, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Atlantic Capital Strategies, Inc.: Regulatory assets under management: $2,740,731,000 in the October 2021 data and $2,567,743,000 in the October 2026 data, down 6%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlantic Capital Strategies, Inc. serve?**
By number of clients on Form ADV Item 5.D: banking or thrift institutions (13); charitable organizations (2).

**Does Atlantic Capital Strategies, Inc. 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/146725

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,567,743,000
- Discretionary: $0
- Non-discretionary: $2,567,743,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 13 | $2,562,369,000 |
| Charitable organizations | 2 | $5,374,000 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [atlanticcapitalstrategies.com](https://atlanticcapitalstrategies.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,740,731,000 | 2 | March 4, 2021 |
| October 2022 | $3,297,405,000 | 2 | February 25, 2022 |
| October 2023 | $2,615,940,000 | 2 | February 24, 2023 |
| October 2024 | $2,507,857,000 | 2 | June 14, 2024 |
| October 2025 | $2,487,459,000 | 2 | February 28, 2025 |
| October 2026 | $2,567,743,000 | 2 | March 6, 2026 |

Regulatory assets under management: $2,740,731,000 in the October 2021 data and $2,567,743,000 in the October 2026 data, down 6%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlantic Capital Strategies, Inc. (CRD 146725): Form ADV filing data as of October 2026.