$1.0B Total AUM
$996.5M Disc. AUM
9.6% 3Y CAGR
7 Employees
255 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
3284 Northside Parkway, N.w. Suite 485 Atlanta GA
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.
Team overview
52 AVG AGE
$201.3M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
8.4 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Technology
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Owner & Executives
G
GEORGE ANDREW CREWS
FOUNDER, President
- CRD
- #4008720
- Ownership
- 25% but less than 50%
Available
Available
Available
RYAN MICHAEL FLOYD
Advisor, VICE PRESIDENT
- CRD
- #5569532
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 5 owners & executives
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JOHN F. OGLESBY
Financial Advisor, General Partner
- CRD
- #2716654
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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