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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
About West Paces Advisors, Inc.
West Paces Advisors is an independent Atlanta-based RIA serving multigenerational families and entrepreneurs with holistic fiduciary wealth management and financial planning through life transitions. The team brings 30+ years of experience and builds portfolios using public funds and ETFs, with fixed income and select alternatives as needed. Client assets are commonly custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between February 17, 2025 and January 30, 2026, reported AUM increased 8.5%, from $927.9M to $1.0B.
Across 5 reported observations, AUM increased 34.6% between October 17, 2022 and January 30, 2026, from $747.4M to $1.0B.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 5 advisory representatives and 255 clients, or 51 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on January 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full West Paces Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GEORGE ANDREW CREWS
FOUNDER, President
- CRD
- #4008720
- Ownership
- 25% but less than 50%
RYAN MICHAEL FLOYD
Advisor, VICE PRESIDENT
- CRD
- #5569532
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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JOHN F. OGLESBY
Financial Advisor, General Partner
- CRD
- #2716654
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $996,517,427 | $1,203,523 |
| Non-Discretionary | $9,832,741 | $3,277,580 |
| Total | $1,006,350,168 | $1,211,011 |
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Separately Managed Accounts
SMA allocation detail is available
West Paces Advisors, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
West Paces Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.