# 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.

- CRD: 175512
- Filed as: WEST PACES ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175512
- AdvisorCensus page: https://advisorcensus.com/firm/west-paces-advisors-inc-atlanta-ga-175512

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Account minimum: $3,000,000

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

### 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: $1,006,350,168
- Discretionary: $996,517,427
- Non-discretionary: $9,832,741

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $28,077,170 |
| High net worth individuals | 177 | $969,762,702 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,543,636 |
| Charitable organizations | 3 | $5,966,660 |

### 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NC, NE, NH, NY, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- westpacesadvisors.com
- LinkedIn @west-paces-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $597,415,606 | 7 | March 24, 2021 |
| October 2022 | $747,392,371 | 7 | March 8, 2022 |
| October 2023 | $676,505,013 | 8 | May 8, 2023 |
| October 2024 | $797,832,890 | 8 | September 4, 2024 |
| October 2025 | $927,912,566 | 9 | February 17, 2025 |
| October 2026 | $1,006,350,168 | 7 | January 30, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Paces Advisors, Inc. (CRD 175512): Form ADV filing data as of October 2026.