AdvisorCensus / Financial advisors / Georgia / Atlanta / West Paces Advisors, Inc.
West Paces Advisors, Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated January 30, 2026.
Quick answers
From the filingHow is West Paces Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), West Paces Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is West Paces Advisors, Inc. located?
West Paces Advisors, Inc.'s principal office is in Atlanta, GA, according to its Form ADV.
Is West Paces Advisors, Inc. registered with the SEC or a state?
West Paces Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175512.
How much does West Paces Advisors, Inc. manage?
West Paces Advisors, Inc. reports $1,006,350,168 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (99% discretionary).
How have West Paces Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for West Paces Advisors, Inc.: Regulatory assets under management: $597,415,606 in the October 2021 data and $1,006,350,168 in the October 2026 data, up 68%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does West Paces Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (177); individuals (other than high net worth individuals) (74); charitable organizations (3).
Which custodians does West Paces Advisors, Inc. use?
West Paces Advisors, Inc.'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 West Paces Advisors, 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/175512
Does West Paces Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated January 30, 2026 says: "The minimum portfolio value is generally set at $3,000,000. We may, at our discretion, make exceptions to the foregoing or negotiate special fee arrangements where we deem appropriate under the circumstances."
What changed in West Paces Advisors, Inc.'s recent Form ADV filings?
In the February 2026 filing data: Employees performing advisory functions went from 6 to 5. Registered or notice-filed in NY, SC, TN. Updated its list of owners and control persons (Schedule A).
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
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $3,000,000
The brochure's wording
The minimum portfolio value is generally set at $3,000,000. We may, at our discretion, make exceptions to the foregoing or negotiate special fee arrangements where we deem appropriate under the circumstances.
As stated in the firm's Form ADV Part 2A brochure dated January 30, 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$1,006,350,168 as of October 2026, filing dated January 30, 2026.
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.DA 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- 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.
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,006,350,168 | 7 | January 30, 2026 |
| October 2025 | $927,912,566 | 9 | February 17, 2025 |
| October 2024 | $797,832,890 | 8 | September 4, 2024 |
| October 2023 | $676,505,013 | 8 | May 8, 2023 |
| October 2022 | $747,392,371 | 7 | March 8, 2022 |
| October 2021 | $597,415,606 | 7 | March 24, 2021 |
Regulatory assets under management: $597,415,606 in the October 2021 data and $1,006,350,168 in the October 2026 data, up 68%.
Total employees: 7 in October 2021 and 7 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- February 2026
- Employees performing advisory functions went from 6 to 5.
- Registered or notice-filed in NY, SC, TN.
- Updated its list of owners and control persons (Schedule A).
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.ISource: 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. West Paces Advisors, Inc. (CRD 175512): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/west-paces-advisors-inc-atlanta-ga-175512