{
  "crd_number": 175512,
  "slug": "west-paces-advisors-inc-atlanta-ga-175512",
  "primary_business_name": "WEST PACES ADVISORS, INC.",
  "legal_name": "WEST PACES ADVISORS, INC.",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-05-13",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-01-30",
  "carried_forward": false,
  "raum_total": 1006350168.0,
  "raum_discretionary": 996517427.0,
  "raum_non_discretionary": 9832741.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5966660.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 28077170.0,
      "count": 74
    },
    "pension_profit_sharing": {
      "raum": 2543636.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 969762702.0,
      "count": 177
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "NC",
    "NE",
    "NH",
    "NY",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/west-paces-advisors",
    "https://westpacesadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175512",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/west-paces-advisors-inc-atlanta-ga-175512",
  "display_name": "West Paces Advisors, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. West Paces Advisors, Inc. (CRD 175512): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is West Paces Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), West Paces Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is West Paces Advisors, Inc. located?",
      "a": "West Paces Advisors, Inc.'s principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is West Paces Advisors, Inc. registered with the SEC or a state?",
      "a": "West Paces Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175512."
    },
    {
      "q": "How much does West Paces Advisors, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have West Paces Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does West Paces Advisors, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does West Paces Advisors, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does West Paces Advisors, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does West Paces Advisors, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in West Paces Advisors, Inc.'s recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 597415606.0,
      "total_employees": 7,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 747392371.0,
      "total_employees": 7,
      "filing_date": "2022-03-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 676505013.0,
      "total_employees": 8,
      "filing_date": "2023-05-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 797832890.0,
      "total_employees": 8,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 927912566.0,
      "total_employees": 9,
      "filing_date": "2025-02-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1006350168.0,
      "total_employees": 7,
      "filing_date": "2026-01-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/west-paces-advisors-inc-atlanta-ga-175512.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 74,
      "fewer_than_5": false,
      "raum": 28077170.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 177,
      "fewer_than_5": false,
      "raum": 969762702.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2543636.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 5966660.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175512",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}