CRD: 141442
Atlantic Capital Investments, LLC
$24.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element momentum
- Established Date
- 09-08-2006
- Office Locations
- 1
Office Locations
-- Beaufort SC
About Atlantic Capital Investments, LLC
Atlantic Capital Investments, LLC is an independent, fee-only RIA founded in 2006, providing investment advice alongside retirement and financial planning to clients nationwide. Led by CFP Kent Thune (22 years in wealth management), the firm emphasizes guidance through varied market environments and custodies client assets with Charles Schwab.
Team overview
54 AVG AGE
$24.4M AVG AUM / ADVISOR
$641.7K AVG AUM / CLIENT
19.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Full visibility includes strategy notes for summit signal.
Open the full profile to inspect shifts in element oak.
See the complete signal summary connected to frontier.
See the complete signal summary connected to pathway matrix.
Premium access reveals conviction themes in vital foundation.
Request access to benchmark trends tied to ridge.
Unlock to see real insight on wave insight pathway.
Upgrade to reveal position-level detail across optima foundation.
Asset Classes
Pioneer
Client Personas
Signal
Investment Vehicles
Ridge crest
Services
Vital
Technology
Vertex eagle
Owner & Executives
KENT NEWTON THUNE
President
- CRD
- #3087873
- Ownership
- 75% or more
(825) 424-2492
alpha.meridian@eaglecapital.com
in linkedin.com/in/eagle-prime
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,385,883 | -- |
| Total | $24,385,883 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $24,385,883
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,784,898,530 | 100.0% |
| Total | $4,784,898,530 | 100.0% |