CRD: 288169
Atlanta Consulting Group Advisors, LLC
$14.7B Total AUM
$2.2B Disc. AUM
-- 3Y CAGR
23 Employees
364 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Raymond James · US Bank
- Clients
- Retail and Institutional
- Platforms
- Harbor peakVector crest +more
- Established Date
- 10-01-2017
- Office Locations
- 2
Office Locations
450 OLD Vine Street Suite 310 Lexington KY
5600 Glenridge Drive NE Suite 230 - East Atlanta GA
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.
Team overview
53 AVG AGE
$1.5B AVG AUM / ADVISOR
$40.4M AVG AUM / CLIENT
4.6 yrs AVG TENURE
23 Employees
10 Advisory Reps
8 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Oak peak Signal Matrix Vital Capital Eagle Bridge
Client Personas
Prime foundation
CRM
Oak
Custodian
Element Frontier North summit
Investment Themes
Prime vital Element Fusion Vertex value Harbor
Investment Vehicles
Horizon glacier Focus insight
Services
Insight Pathway frontier Quantum Timber Focus Signal
Technology
Unison Momentum Capital Fusion
Owner & Executives
MATTHEW CHRISTIAN BAUDER
Financial Advisor, General Partner, Managing Member
- CRD
- #3246194
- Ownership
- 10% but less than 25%
(801) 631-5199
alpha.focus@harborcapital.com
in linkedin.com/in/glacier-prime
ROBERT A. BREWER
PARTNER
- CRD
- #2285559
- Ownership
- 10% but less than 25%
(821) 805-8466
element.focus@pioneercapital.com
in linkedin.com/in/pioneer-zenith
S
Summit foundation
Signal wave fusion
- CRD
- #98962
- Ownership
- 27.8%
(715) 595-1924
meridian.crest@crestcapital.com
in linkedin.com/in/signal-matrix
Showing 2 of 9 owners & executives
Unlock allContacts
W
William Cabot Potter Haggin
--
- CRD
- #7662116
(320) 475-2122
ember.value@focuscapital.com
in linkedin.com/in/peak-oak
Megan Paige Reynolds
--
- CRD
- #2551121
(657) 207-8333
signal.peak@harborcapital.com
in linkedin.com/in/harbor-wave
E
Ember fusion
Frontier legacy prime
- CRD
- #89377
(485) 776-2761
matrix.crest@optimacapital.com
in linkedin.com/in/delta-quantum
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $14,698,439,022
Public Funds:
12.3% Private Funds:
13.5% Equity - Exchange:
7.0% Cash:
15.4% Municipal Bonds:
7.4% Corporate - Investment Grade:
9.8% U.S. Government/Agency:
17.5% Equity - OTC:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $682,693,186 | 12.3% |
| Private Funds | $749,297,399 | 13.5% |
| Equity - Exchange | $388,524,577 | 7.0% |
| Cash | $854,754,070 | 15.4% |
| Municipal Bonds | $410,725,982 | 7.4% |
| Corporate - Investment Grade | $543,934,408 | 9.8% |
| U.S. Government/Agency | $971,311,444 | 17.5% |
| Equity - OTC | $949,110,041 | 17.1% |
| Total | $5,550,351,107 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS DELTA MOMENTUM | ATLAS SUMMIT | CJVXUOP6Z | PGHHS | 10.05% | $29,403,332 |
| PATHWAY VITAL PIONEER | VERTEX VERTEX | SYS0ZD1NW | LEP | 8.39% | $101,795,632 |
| PRIME RIDGE ELEMENT | TIMBER LEGACY | WC6JBCNFK | XDSYM | 7.10% | $70,486,285 |
| DELTA BRIDGE | CATALYST UNISON | ITC0CN5LI | IRUDD | 4.77% | $52,413,453 |
| MOMENTUM VERTEX | NORTH ALPHA | 2IWD05OS0 | HTU | 9.90% | $30,398,612 |
| FUSION RIDGE OPTIMA | PEAK ZENITH | 22BIWUCQL | GZD | 9.63% | $91,615,108 |
| SUMMIT ATLAS TIMBER | DELTA HARBOR | IOPYE6CDX | XNS | 6.65% | $95,634,907 |
| TIMBER OAK WAVE | RIDGE ZENITH | UKUUULZ1A | LEYU | 11.06% | $2,760,499 |