National Retirement Planning Experts

National Coverage
Local Professionals

ATLANTA CAPITAL

1075 Peachtree Street Ne
Suite 2100
Atlanta, Georgia 30309-3912
Tel: 404-876-9411

Need a Financial Advisor?
Compare Vetted Advisors

About ATLANTA CAPITAL

ATLANTA CAPITAL, formally registered with the SEC as ATLANTA CAPITAL. The firm was established in 09/30/2001. They have over 1 offices throughout the country.

ATLANTA CAPITAL is a Atlanta, Georgia based Financial Planning firm with nearly $33,178,196,876 assets under management, offering retirement planning & investment advisory services to 12286 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#116719
SEC#801-60673
Assets Managed by Firm$33,178,196,876
No. of Clients12286
No. of Advisors28

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total12286$33,178,196,876
High net worth individuals3597$2,149,794,141
Pension and profit sharing plans104$2,793,908,015
Charitable organizations88$412,623,512
Other investment advisers3$39,943,655
Corporations or other businesses88$548,427,838

More Retirement Planning firms in Atlanta, Georgia:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
INVESCO ADVISERS, INC.
1331 Spring Street Nw, Suite 2500
Atlanta, GA, 30309
$746,325,416,693385172895
TRUIST ADVISORY SERVICES, INC.
303 Peachtree Street, 2nd Floor
Atlanta, GA, 30303
$61,369,856,5451242012105
EARNEST PARTNERS, LLC
1180 Peachtree Street Ne, Suite 2300
Atlanta, GA, 30309
$35,289,452,223754244
VOYA INVESTMENT MANAGEMENT LLC
5780 Powers Ferry Road Nw, Suite 300
Atlanta, GA, 30327-4349
$33,827,869,62839879
ROARK CAPITAL MANAGEMENT, LLC
1180 Peachtree Street Ne, Suite 2500
Atlanta, GA, 30309-3521
$31,927,560,15414123

Explore More Retirement Advisors in Atlanta, Georgia