# Estate Management Counselors,llc

> Estate Management Counselors,llc is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 126624
- Filed as: ESTATE MANAGEMENT COUNSELORS,LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126624
- AdvisorCensus page: https://advisorcensus.com/firm/estate-management-counselors-llc-atlanta-ga-126624

## Quick answers

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

**Where is Estate Management Counselors,llc located?**
Estate Management Counselors,llc's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Estate Management Counselors,llc registered with the SEC or a state?**
Estate Management Counselors,llc is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 126624.

**How much does Estate Management Counselors,llc manage?**
Estate Management Counselors,llc reports $294,317,355 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Estate Management Counselors,llc's assets and staff changed since 2021?**
In the Form ADV data for Estate Management Counselors,llc: Regulatory assets under management: $186,626,100 in the October 2021 data and $294,317,355 in the October 2026 data, up 58%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Estate Management Counselors,llc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (275); high net worth individuals (80).

**Which custodians does Estate Management Counselors,llc use?**
Estate Management Counselors,llc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Estate Management Counselors,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/126624

**What changed in Estate Management Counselors,llc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $245,553,292 to $294,317,355 (+20%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $294,317,355
- Discretionary: $294,317,355
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 275 | $76,787,238 |
| High net worth individuals | 80 | $217,530,117 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Columbus, GA

### Websites listed on Form ADV (Item 1.I)
- capitalatrisk.com
- emcadvantage.com
- emcadvisors.com
- emcthebundle.com
- seangtodd.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $186,626,100 | 4 | March 25, 2021 |
| October 2022 | $207,232,306 | 4 | March 15, 2022 |
| October 2023 | $192,222,556 | 4 | March 7, 2023 |
| October 2024 | $222,696,290 | 4 | March 14, 2024 |
| October 2025 | $245,553,292 | 4 | March 10, 2025 |
| October 2026 | $294,317,355 | 4 | March 5, 2026 |

Regulatory assets under management: $186,626,100 in the October 2021 data and $294,317,355 in the October 2026 data, up 58%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $245,553,292 to $294,317,355 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Estate Management Counselors,llc (CRD 126624): Form ADV filing data as of October 2026.