Atlanta Consulting Group Advisors, LLC
Alpha Nasdaq OCIO Indices - ContributorATLANTA, GA
Form ADV and provider website profile · CRD 288169 · regulatory data as of Apr 27, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Atlanta Consulting Group Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$14.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,727Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$2.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$12.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$14.7BTotal Firm AUM
$2.2BDiscretionary AUM
$12.5BNon-discretionary AUM
1,727Total accounts
1,009Discretionary accounts
718Non-discretionary accounts
Client Mix by Firm AUM
$14.7BFirm AUM
Charities31.5%
Retirement Plans26.9%
High-Net-Worth20.4%
Corporations16.4%
Insurance companies2.7%
Individuals2.1%
Municipalities0.1%
Reported Client Types
Source: Form ADV client recordsCharities31.5%
53 clients$4.6B firm assets
Retirement Plans26.9%
20 clients$4.0B firm assets
High-Net-Worth20.4%
50 clients$3.0B firm assets
Corporations16.4%
14 clients$2.4B firm assets
Insurance companies2.7%
0 clients$401M firm assets
Individuals2.1%
227 clients$302M firm assets
Municipalities0.1%
0 clients$8M firm assets
Reported total364 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $4.6B | 53 | 31.5% |
| Retirement Plans | $4.0B | 20 | 26.9% |
| High-Net-Worth | $3.0B | 50 | 20.4% |
| Corporations | $2.4B | 14 | 16.4% |
| Insurance companies | $401M | 0 | 2.7% |
| Individuals | $302M | 227 | 2.1% |
| Municipalities | $8M | 0 | 0.1% |
| Reported total | $14.7B | 364 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…