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ATLANTA CONSULTING GROUP ADVISORS, LLC

ATLANTA, GA · CRD 288169 · IAPD ↗ · 888-317-2810

$14.70BRegulatory AUM
10Advisory reps
23Employees
0Clients
11-25Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ATLANTA CONSULTING GROUP ADVISORS, LLC added office(s): 1 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — ATLANTA CONSULTING GROUP ADVISORS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — ATLANTA CONSULTING GROUP ADVISORS, LLC now reports custody of client assets ($721.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
80
October 2024 — ATLANTA CONSULTING GROUP ADVISORS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.