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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

ACG WEALTH INC.

CRD 150419

ATLANTA, GA

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Search this name across graphsid dfx:ria:ea9707b5-bddc-0d6c-0a7a-157321fd2060

Data as of Mar 29, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 44
Dated events: 15
On other graphs: 1
Observed: Dec 20, 2011 to Mar 29, 2022
70 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

ACG Wealth Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.2BItem 5.F on the latest filing (2022-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $967MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 7
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,815
Individual clients: 488
High net worth clients: 226
Custody, client assets: $207M
SEC number: 801-70298
CRD: 150419
Filings on the tape: 70
First filed: Dec 20, 2011
Latest filed: Mar 29, 2022
Organised: Corporation, Georgia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACG HOLDINGS	Owner	Na	yes	02/2017	Apr 2, 2021	Mar 29, 2022
MERCER GLOBAL ADVISORS INC.	PARENT COMPANY	E	yes	11/2021	Nov 30, 2021	Mar 29, 2022
SHAVER, JEFFREY, TYLER	MANAGING MEMBER	C	yes	09/2016	Dec 20, 2011	Mar 29, 2022
SHAVER, JEFFREY, TYLER	FOUNDING PRINCIPAL, CCO	Na	yes	03/2019	Dec 20, 2011	Mar 29, 2022
Young, Joseph, P	MANAGING MEMBER	C	yes	09/2016	Dec 20, 2011	Mar 29, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Durham	Nc	United States	4	no
Houston	TX	United States	4	no
Jacksonville	FL	United States	3	no
ST. SIMONS ISLAND	Ga	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 29, 2022	$1.2B	$1.2B	13	7	4	n/a	n/a
2020	Mar 31, 2021	$1.3B	$935M	9	5	5	n/a	n/a
2019	Mar 30, 2020	$1.4B	$918M	20	16	5	n/a	n/a
2018	Mar 1, 2019	$1.2B	$1.2B	37	28	7	n/a	n/a
2017	Mar 30, 2018	$1.1B	$1.1B	40	28	6	n/a	n/a
2016	Feb 24, 2017	$1.4B	$1.1B	34	31	n/a	n/a	n/a
2015	Mar 14, 2016	$1.1B	$802M	33	31	n/a	n/a	n/a
2014	Mar 27, 2015	$1.1B	$759M	28	26	n/a	n/a	n/a
2013	Mar 27, 2014	$1.0B	$635M	29	22	n/a	n/a	n/a
2012	Mar 28, 2013	$645M	$365M	15	10	n/a	n/a	n/a
2011	Mar 30, 2012	$431M	$138M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$1.2B	$1.3B	-2.4%	$1.2B	0.7%	13	9	4	5

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	5	Dec 16, 2022	Jul 6, 2022	ATLANTA, GA	Firm absorbed	RIA to RIA	83.3%
EPG WEALTH MANAGEMENT LLC	3	Nov 30, 2021	Dec 21, 2021	ATLANTA, GA	Team lift out	RIA to RIA	27.3%
EPG WEALTH MANAGEMENT LLC	3	Nov 20, 2020	Mar 9, 2020	ATLANTA, GA	Team lift out	RIA to RIA	15.0%
ARKADIOS WEALTH ADVISORS	2	Apr 2, 2018	Apr 4, 2018	JACKSONVILLE, FL	Team lift out	RIA to new firm	8.3%
ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP	2	Mar 16, 2018	Mar 6, 2018	CUMMING, GA	Team lift out	Other	8.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	2	Apr 3, 2017	Apr 5, 2017	ALPHARETTA, GA	Team lift out	Other	0.0%

Relationships

Controls (4)

← MERCER GLOBAL ADVISORS INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Nov 30, 2021 to presentfactForm ADV
← SHAVER, JEFFREY, TYLEROwnerMANAGING MEMBER, ownership code C, individual
Dec 20, 2011 to presentfactForm ADV
← Young, Joseph, POwnerMANAGING MEMBER, ownership code C, individual
Dec 20, 2011 to presentfactForm ADV
← ACG HOLDINGSOwnerOWNER, ownership code NA, domestic entity
Apr 2, 2021 to presentfactForm ADV

Registered with (31)

← JEFFREY TYLER SHAVERAdvisorregistration: previous registration
Jul 7, 2009 to Dec 16, 2022factForm ADV
← KEVIN LAMAR RAINWATERAdvisorregistration: previous registration
Aug 26, 2010 to Dec 16, 2022factForm ADV
← Joseph P YoungAdvisorregistration: previous registration
Jul 7, 2009 to Dec 16, 2022factForm ADV
← DAVID T WEITZAdvisorregistration: previous registration
Oct 5, 2018 to Dec 16, 2022factForm ADV
← Frank TamplinAdvisorregistration: previous registration
Mar 12, 2012 to Dec 16, 2022factForm ADV
← RYAN MALECAdvisorregistration: previous registration
Dec 4, 2017 to Dec 16, 2022factForm ADV
← Richard Oren ArtziAdvisorregistration: previous registration
Apr 11, 2012 to Nov 30, 2021factForm ADV
← DAVID MURRAY MCINNISAdvisorregistration: previous registration
Mar 30, 2012 to Nov 30, 2021factForm ADV
← RICHARD MICHAEL REASONERAdvisorregistration: previous registration
Apr 5, 2017 to Nov 30, 2021factForm ADV
← Thomas Eugene JamesAdvisorregistration: previous registration
Jul 16, 2014 to Nov 30, 2021factForm ADV
← Patrick Rankin ChitwoodAdvisorregistration: previous registration
Sep 12, 2011 to Nov 30, 2021factForm ADV
← DAVID YANCEY MILLICANAdvisorregistration: previous registration
Mar 23, 2017 to Apr 27, 2021factForm ADV
← Stephen John FerencikAdvisorregistration: previous registration
Aug 27, 2010 to Mar 22, 2021factForm ADV
← Mark Alan ThompsonAdvisorregistration: previous registration
Jul 31, 2009 to Mar 22, 2021factForm ADV
← Mark Alexander ReffettAdvisorregistration: previous registration
Jun 20, 2013 to Mar 5, 2021factForm ADV
← Scott McQuilkenAdvisorregistration: previous registration
Apr 5, 2017 to Feb 23, 2021factForm ADV
← Burwell Spurlock GeigerAdvisorregistration: previous registration
Dec 16, 2011 to Nov 20, 2020factForm ADV
← DANNY LEE MOOREAdvisorregistration: previous registration
Jul 31, 2009 to Nov 20, 2020factForm ADV
← David Griswold CurryAdvisorregistration: previous registration
Jun 11, 2014 to Nov 20, 2020factForm ADV
← MATTHEW W CANINEAdvisorregistration: previous registration
Mar 4, 2019 to Nov 20, 2020factForm ADV
← Christopher J DennisAdvisorregistration: previous registration
Nov 11, 2015 to Dec 6, 2019factForm ADV
← David BelotteAdvisorregistration: previous registration
Jul 13, 2018 to Mar 18, 2019factForm ADV
← EVAN PEABODY CARTERAdvisorregistration: previous registration
Sep 11, 2015 to Mar 14, 2019factForm ADV
← Gregory FinkAdvisorregistration: previous registration
Mar 29, 2018 to Jan 30, 2019factForm ADV
← Jennifer Ford DeLoachAdvisorregistration: previous registration
Dec 1, 2016 to Jul 9, 2018factForm ADV
← Stanley LewandoskiAdvisorregistration: previous registration
Mar 21, 2018 to Apr 2, 2018factForm ADV
← Jason Corey GriggsAdvisorregistration: previous registration
Mar 22, 2018 to Apr 2, 2018factForm ADV
← PAUL DONALD BOWERSAdvisorregistration: previous registration
Apr 18, 2016 to Mar 20, 2018factForm ADV
← ROBERT DAVID HAGGARDAdvisorregistration: previous registration
Sep 18, 2015 to Mar 16, 2018factForm ADV
← Bradley Ross SimsAdvisorregistration: previous registration
Nov 29, 2012 to Sep 29, 2017factForm ADV
and 1 more

Moved with (5)

→ MERCER GLOBAL ADVISORS INC.Registered adviser5 advisors, firm absorbed, same day
Dec 16, 2022 to Jul 6, 2022factForm ADV
→ EPG WEALTH MANAGEMENT LLCRegistered adviser3 advisors, team lift out, same day
Nov 30, 2021 to Dec 21, 2021factForm ADV
→ ARKADIOS WEALTH ADVISORSRegistered adviser2 advisors, team lift out, same day
Apr 2, 2018 to Apr 4, 2018factForm ADV
→ ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIPRegistered adviser2 advisors, team lift out
Mar 16, 2018 to Mar 6, 2018factForm ADV
← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser2 advisors, team lift out, same day
Apr 3, 2017 to Apr 5, 2017factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 16, 2022
Firm absorbed
Acg Wealth Inc.'s advisors moved to Mercer Global Advisors Inc. (Atlanta, GA): 5 of 6 registered, on the same day
Form ADVobserved 5 days ago
5 advisors
Occurred
Dec 16, 2022
Advisor changed firm
Kevin Lamar Rainwater left Acg Wealth Inc. for Arkadios Wealth Advisors (registered 2021-04-26)
Form ADVobserved 6 days ago
Occurred
Dec 16, 2022
Advisor changed firm
David T Weitz left Acg Wealth Inc. for Mercer Global Advisors Inc. (registered 2022-04-08)
Form ADVobserved 6 days ago
Occurred
Dec 16, 2022
Advisor changed firm
Joseph P Young left Acg Wealth Inc. for Mercer Global Advisors Inc. (registered 2022-07-06)
Form ADVobserved 6 days ago
Occurred
Dec 16, 2022
Advisor changed firm
Jeffrey Tyler Shaver left Acg Wealth Inc. for Mercer Global Advisors Inc. (registered 2022-06-30)
Form ADVobserved 6 days ago
Occurred
Dec 16, 2022
Advisor changed firm
Frank Tamplin left Acg Wealth Inc. for Mercer Global Advisors Inc. (registered 2022-04-07)
Form ADVobserved 6 days ago
Occurred
Dec 16, 2022
Advisor changed firm
Ryan Malec left Acg Wealth Inc. for Mercer Global Advisors Inc. (registered 2022-01-13)
Form ADVobserved 6 days ago
Occurred
Nov 30, 2021
Control person left
Yancey David Millican (Managing Member) no longer on Schedule A of Acg Wealth Inc. (listed 2021-11-30, absent 2021-11-30)
Form ADVobserved 6 days ago
Occurred
May 3, 2021
Control person left
Lynn Jennifer Sullivan (Cco) no longer on Schedule A of Acg Wealth Inc. (listed 2021-04-05, absent 2021-05-03)
Form ADVobserved 6 days ago
Occurred
Feb 8, 2021
Control person joined
Lynn Jennifer Sullivan (Cco) appeared on Schedule A of Acg Wealth Inc.
Form ADVobserved 6 days ago
Occurred
Feb 8, 2021
Control person left
Paul Robert Lavigne (Cco) no longer on Schedule A of Acg Wealth Inc. (listed 2020-10-20, absent 2021-02-08)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person joined
Paul Robert Lavigne (Cco) appeared on Schedule A of Acg Wealth Inc.
Form ADVobserved 6 days ago
Occurred
Jan 30, 2019
Control person left
Gregory Fink (President & Ceo) no longer on Schedule A of Acg Wealth Inc. (listed 2018-12-12, absent 2019-01-30)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Mar 31, 2021
Acg Wealth Inc. reported 5 state-registered advisory representatives, down from 16 (2021-02-08 to 2021-03-31)
Occurred
Mar 30, 2020
Acg Wealth Inc. reported 16 state-registered advisory representatives, down from 26 (2019-03-18 to 2020-03-30)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea9707b5-bddc-0d6c-0a7a-157321fd2060
First observed: Dec 20, 2011
Last observed: Mar 29, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACG WEALTH INC.

CRD 150419

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea9707b5-bddc-0d6c-0a7a-157321fd2060

Data as of Mar 29, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACG HOLDINGS

Owner

yes

02/2017

Apr 2, 2021

Mar 29, 2022

MERCER GLOBAL ADVISORS INC.

PARENT COMPANY

yes

11/2021

Nov 30, 2021

Mar 29, 2022

SHAVER, JEFFREY, TYLER

MANAGING MEMBER

yes

09/2016

Dec 20, 2011

Mar 29, 2022

SHAVER, JEFFREY, TYLER

FOUNDING PRINCIPAL, CCO

yes

03/2019

Dec 20, 2011

Mar 29, 2022

Young, Joseph, P

MANAGING MEMBER

yes

09/2016

Dec 20, 2011

Mar 29, 2022

City

State

Country

Employees

Also broker-dealer

Durham

United States

Houston

United States

Jacksonville

United States

ST. SIMONS ISLAND

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 29, 2022

$1.2B

n/a

2020

Mar 31, 2021

$1.3B

$935M

n/a

2019

Mar 30, 2020

$1.4B

$918M

n/a

2018

Mar 1, 2019

$1.2B

n/a

2017

Mar 30, 2018

$1.1B

n/a

2016

Feb 24, 2017

$1.4B

$1.1B

n/a

2015

Mar 14, 2016

$1.1B

$802M

n/a

2014

Mar 27, 2015

$1.1B

$759M

n/a

2013

Mar 27, 2014

$1.0B

$635M

n/a

2012

Mar 28, 2013

$645M

$365M

n/a

2011

Mar 30, 2012

$431M

$138M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$1.2B

$1.3B

-2.4%

$1.2B

0.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Dec 16, 2022

Jul 6, 2022

ATLANTA, GA

Firm absorbed

RIA to RIA

83.3%

EPG WEALTH MANAGEMENT LLC

Nov 30, 2021

Dec 21, 2021

ATLANTA, GA

Team lift out

RIA to RIA

27.3%

EPG WEALTH MANAGEMENT LLC

Nov 20, 2020

Mar 9, 2020

ATLANTA, GA

Team lift out

RIA to RIA

15.0%

ARKADIOS WEALTH ADVISORS

Apr 2, 2018

Apr 4, 2018

JACKSONVILLE, FL

Team lift out

RIA to new firm

8.3%

ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP

Mar 16, 2018

Mar 6, 2018

CUMMING, GA

Team lift out

Other

8.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 3, 2017

Apr 5, 2017

ALPHARETTA, GA

Team lift out

Other

0.0%