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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 10/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 12/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 12/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 10/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 12/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Roderick Eugene Hennek | Partner | 10/2017 | Individual | Yes | 5% but less than 10% |
| Matthew Christian Bauder | Managing Member | 12/2020 | Individual | Yes | 10% but less than 25% |
| Kurt Roderick Hennek | Managing Member | 12/2020 | Individual | Yes | 10% but less than 25% |
| Michael Frank Malloy | Partner | 10/2017 | Individual | Yes | 5% but less than 10% |
| Gary Ray Schafer | Managing Member | 12/2020 | Individual | Yes | 5% but less than 10% |
| Michael John Butkus | Partner | 01/2022 | Individual | Yes | 5% but less than 10% |
| James Kurt Anderson | Partner | 01/2022 | Individual | Yes | Less than 5% |
| Mary Catherine Johnston | Chief Compliance Officer | 08/2024 | Individual | Yes | Less than 5% |
| Robert A. Brewer | Partner | 10/2024 | Individual | Yes | 10% but less than 25% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVMC
Matthew Christian Bauder
Managing Member
KR
Kurt Roderick Hennek
Managing Member
GR
Gary Ray Schafer
Managing Member
MC
Mary Catherine Johnston
Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives9
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateNov 21, 2017
CRD number288169