CRD: 288169
Atlanta Consulting Group Advisors, LLC
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- Custodian
- Charles Schwab & Company · Raymond James · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2017
- Office Locations
- 2
Office Locations
About Atlanta Consulting Group Advisors, LLC
Atlanta Consulting Group (ACG) is a boutique investment consultant providing customized investment strategy, account management, and performance evaluation for institutional clients including foundations, endowments, family offices, corporations, healthcare organizations, religious institutions, and municipalities. Founded in 1985, ACG is 100% employee/founder owned and uses a rigorous four-step, collaborative process with senior-level oversight.
Reported data analysis
What the numbers show
Between November 13, 2025 and April 27, 2026, reported AUM increased 8.2%, from $13.6B to $14.7B.
Across 5 reported observations, AUM decreased 0.5% between April 14, 2022 and April 27, 2026, from $14.8B to $14.7B.
Of the latest reported AUM, 14.9% is discretionary and 85.1% is non-discretionary.
The firm reports 10 advisory representatives and 364 clients, or 36.4 clients per representative. That equates to $40.4M in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MATTHEW CHRISTIAN BAUDER
Financial Advisor, General Partner, Managing Member
- CRD
- #3246194
- Ownership
- 10% but less than 25%
ROBERT A. BREWER
PARTNER
- CRD
- #2285559
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
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William Cabot Potter Haggin
Consultant
- CRD
- #7662116
Megan Paige Reynolds
Director of Private Wealth Operations
- CRD
- #2551121
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,189,349,778 | $2,169,821 |
| Non-Discretionary | $12,509,089,244 | $17,422,130 |
| Total | $14,698,439,022 | $8,510,966 |
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Separately Managed Accounts
SMA allocation detail is available
Atlanta Consulting Group Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Atlanta Consulting Group Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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