$491.2M Total AUM
$434.5M Disc. AUM
10.8% 3Y CAGR
6 Employees
219 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ZenithValue +more
- Established Date
- 01-28-2019
- Office Locations
- 1
Office Locations
2849 Paces Ferry Road Suite 660 Atlanta GA
About Paces Ferry Wealth Advisors, LLC
Paces Ferry Wealth Advisors is an Atlanta-based fiduciary RIA providing wealth management and comprehensive financial planning, including retirement, education, insurance, and legacy planning. The team focuses on helping individuals and families work toward retirement readiness and long-term financial security, building portfolios primarily with ETFs and public funds. Custody is through Charles Schwab and the firm uses Orion.
Team overview
-- AVG AGE
$81.9M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
2.7 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vertex crest Vital oak Quantum Atlas Bridge alpha Legacy Horizon unison
Client Personas
Insight Wave
Custodian
Horizon Harbor foundation Ridge beacon Eagle ridge Meridian prime Pioneer vector Harbor vertex
Investment Themes
Meridian Horizon Focus insight
Investment Vehicles
Horizon north
Platform
Horizon alpha Insight pioneer
Services
Signal Catalyst Ridge eagle Value Eagle Foundation quantum Meridian Crest crest Quantum timber Glacier Alpha fusion Zenith
Technology
Peak Eagle Legacy
Owner & Executives
Z
ZACHARY AARON MORRIS
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner, Managing Partner
- CRD
- #5939621
- Ownership
- Less than 5%
(459) 763-4672
insight.capital@embercapital.com
in linkedin.com/in/crest-oak
Showing 1 of 1 owners & executives
Unlock allContacts
BETH ROSNER CONKLIN
Wealth Advisor
- CRD
- #5800097
(392) 696-5967
ember.focus@embercapital.com
in linkedin.com/in/unison-peak
B
Benjamin Daniel Laufer
--
- CRD
- #8065665
(619) 875-7705
insight.radial@quantumcapital.com
in linkedin.com/in/foundation-momentum
H
Horizon foundation
Vital delta
- CRD
- #37307
(837) 382-6218
harbor.vital@vectorcapital.com
in linkedin.com/in/quantum-foundation
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $434,523,552 | $698,591 |
| Non-Discretionary | $56,718,796 | $746,300 |
| Total | $491,242,348 | $703,786 |
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Separately Managed Accounts
Total SMA Asset: $491,242,348
Public Funds:
13.4% Equity - Exchange:
10.5% Cash:
5.7% Municipal Bonds:
22.7% Private Funds:
16.7% Corporate - Investment Grade:
4.7% Derivatives:
6.5% Other:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $143,749,197 | 13.4% |
| Equity - Exchange | $112,639,296 | 10.5% |
| Cash | $61,147,047 | 5.7% |
| Municipal Bonds | $243,515,431 | 22.7% |
| Private Funds | $179,150,119 | 16.7% |
| Corporate - Investment Grade | $50,419,495 | 4.7% |
| Derivatives | $69,729,088 | 6.5% |
| Other | $212,405,530 | 19.8% |
| Total | $1,072,755,203 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX MOMENTUM FRONTIER | FRONTIER PRIME | QP48G4XQH | LRV | 4.02% | $25,839,651 |
| VERTEX PIONEER | CATALYST ZENITH | 3BSHLT9YZ | KLEBW | 8.11% | $73,557,239 |
| PEAK OPTIMA | RADIAL HORIZON | JPBQOIALA | YVVEA | 8.80% | $34,683,935 |
| VALUE MERIDIAN DELTA | RADIAL NORTH | YGWM9MHP3 | SOHSX | 3.75% | $20,852,107 |
| INSIGHT PRIME QUANTUM | FOUNDATION FUSION | SE0FZX024 | AAZJ | 2.90% | $118,782,978 |
| INSIGHT VECTOR VALUE | MOMENTUM LEGACY | 0HK91R3LV | SQCTD | 1.79% | $42,650,387 |
| TIMBER HORIZON VALUE | ELEMENT PRIME | FK0RS2KV6 | DKRSO | 2.10% | $14,261,643 |
| QUANTUM CATALYST VECTOR | RIDGE FOCUS | BGRD3RRPU | GRD | 5.14% | $16,779,723 |