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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ADVOCACY WEALTH MANAGEMENT, LLC

CRD 141943

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:ecaf8f2f-5969-df70-b62b-a04db60dc09a

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 67
Dated events: 18
On other graphs: 0
Observed: Mar 9, 2012 to Aug 3, 2026
77 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.2BItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.1B
Private client RAUM: $2.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 30
RAUM per advisor: $108Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 36
Advisory employees: 26
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 2,234
Individual clients: 1,009
High net worth clients: 649
Custody, client assets: $2.7B
SEC number: 801-77677
CIK: 1569452
CRD: 141943
Filings on the tape: 77
First filed: Mar 9, 2012
Latest filed: Aug 3, 2026
Organised: Limited Liability Company, DE
Website: advocacywealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 30

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NESHA PRATT ZEIGLER	n/a	ATLANTA, GA	16	26	1	no
THOMAS MARION JOHNSON	Certified Financial Planner	ATLANTA, GA	14	45	3	no
TIMOTHY JOHN DENEHY	Certified Financial Planner	ATLANTA, GA \| ENFIELD, CT	12	14	n/a	no
JOHN LOWREY STONE	Certified Financial Planner	ATLANTA, GA	11	11	n/a	no
Joseph Andrew Havasy	n/a	ATLANTA, GA	7	11	n/a	no
Peter Scovill	n/a	Columbia, SC	6	10	n/a	no
Marcy Espinosa Hanson	n/a	ATLANTA, GA	6	11	n/a	no
Ryan Michael Vidal	n/a	ATLANTA, GA	5	12	1	no
Jodi DHollosy	Certified Financial Planner	ATLANTA, GA	4	14	n/a	no
ROBERT THOMPSON DAVIS	n/a	Hartwell, GA	4	12	2	no
Tracee Wagner	n/a	Miami Beach, FL	4	24	n/a	no
Jordan Thomas Hillyer	n/a	ATLANTA, GA	4	14	n/a	no
Jaaziel Mizraim Palacios Jaimes	Chartered Financial Consultant	ATLANTA, GA	3	10	n/a	no
Christopher Jay Cowart	Certified Financial Planner	ATLANTA, GA	2	27	6	no
Tiffany Czajka	Certified Financial Planner	ATLANTA, GA	2	10	n/a	no
Nicolas Jeremy Dykstra	n/a	ATLANTA, GA	2	12	n/a	no
CHARLES EVERETT MARKWALTER	Chartered Financial Analyst	ATLANTA, GA	2	27	1	no
DAVID LEE WATSON	Chartered Financial Analyst	Ridgeland, MS	2	29	1	no
KURT THOMAS MOMAND	Chartered Financial Analyst	ATLANTA, GA	1	22	1	no
RHEA YVONNE FEARS	Certified Financial Planner	Atlanta, GA	1	11	2	no
WILLIAM NATHAN PARKEY	n/a	Somerset, KY	1	15	5	no
Ava Arjmand	n/a	ATLANTA, GA	0	18	4	no
Melissa Rojas	n/a	ATLANTA, GA	0	11	n/a	no
Harrison Edward Marks	n/a	ATLANTA, GA	0	12	n/a	no
Jack David Pennington	n/a	Atlanta, GA	0	11	1	no

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
BUTLER, JAY, JOSEPH	CHIEF FINANCIAL OFFICER	Na	yes	01/2026	Aug 3, 2026	Aug 3, 2026
JOHNSON, THOMAS, MARION	CEO EMERITUS	Na	yes	01/2026	Aug 3, 2026	Aug 3, 2026
MARKWALTER, CHARLES, EVERETT	Ceo	Na	yes	01/2026	Aug 3, 2026	Aug 3, 2026
PHILLIPS, COURTLAND, GREENE	President	B	yes	01/2026	Aug 3, 2026	Aug 3, 2026
PHILLIPS, HENRY, HUNGERFORD	President	B	yes	01/2026	Aug 3, 2026	Aug 3, 2026
THE FORGE COMPANIES, LLC	Member	E	yes	01/2026	Aug 3, 2026	Aug 3, 2026
DENEHY, TIMOTHY, JOHN	President	Na	yes	08/2020	Mar 25, 2021	Dec 13, 2024
FORGE CONSULTING LLC	Member	E	yes	08/2006	Mar 9, 2012	Dec 13, 2024
KEISTER, REBECCA, MITCHELL	CHIEF COMPLIANCE OFFICER	Na	yes	08/2024	Sep 9, 2024	Dec 13, 2024
PHILLIPS, COURTLAND, GREENE	MANAGING MEMBER	C	yes	08/2006	Sep 11, 2012	Dec 13, 2024
PHILLIPS, HENRY, HUNGERFORD SPOONER	MANAGING MEMBER	D	yes	08/2006	Sep 11, 2012	Dec 13, 2024
ZEIGLER, NESHA, PRATT	MANAGING DIRECTOR	Na	yes	08/2024	Sep 9, 2024	Dec 13, 2024
CURLESS, JULIE, LYNN	CHIEF COMPLIANCE OFFICER	Na	no	07/2026	Aug 3, 2026	Aug 3, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ABACUS ADVISORS	n/a	n/a	n/a	N	yes	n/a
ADVOCACY TRUST, LLC	n/a	n/a	n/a	N	yes	Tn
MACK WATKINS INSURANCE AGENCY INC	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	27	no
Enfield	Ct	United States	1	no
Hartwell	Ga	United States	1	no
Mooresville	Nc	United States	1	no
Columbia	Sc	United States	1	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; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$3.2B	$3.1B	36	26	5	n/a	n/a
2024	Mar 25, 2025	$2.1B	$2.1B	24	17	5	n/a	n/a
2023	Mar 27, 2024	$1.7B	$1.7B	30	21	4	n/a	n/a
2022	Mar 30, 2023	$1.2B	$1.2B	22	19	4	n/a	n/a
2021	Mar 25, 2022	$1.1B	$1.1B	27	24	3	n/a	n/a
2020	Mar 25, 2021	$942M	$931M	20	14	2	n/a	n/a
2019	Mar 30, 2020	$745M	$733M	15	13	2	n/a	n/a
2018	Mar 27, 2019	$661M	$661M	18	14	2	n/a	n/a
2017	Mar 20, 2018	$670M	$589M	15	11	4	n/a	n/a
2016	Mar 31, 2017	$571M	$500M	9	9	n/a	n/a	n/a
2015	Mar 25, 2016	$450M	$450M	18	9	n/a	n/a	n/a
2014	Mar 26, 2015	$400M	$400M	14	10	n/a	n/a	n/a
2013	Mar 31, 2014	$2.7B	$2.6B	7	7	n/a	n/a	n/a
2011	Mar 9, 2012	$55.0M	$55.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	1	3	3.3%	2	0	0	11	3

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
2025	$3.2B	$2.1B	55.7%	$1.2B	37.9%	36	24	5	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
BISON WEALTH, LLC	3	Jan 22, 2019	Feb 19, 2019	ATLANTA, GA	Team lift out	RIA to new firm	25.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY	3	Sep 24, 2025	Nov 21, 2024	ATLANTA, GA	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (53)

← Henry Hungerford Spooner PhillipsAdvisorregistration: current employment
Aug 26, 2026 to presentfactForm ADV
← Nicholas James TaylorAdvisorregistration: current employment
Aug 25, 2026 to presentfactForm ADV
← Elizabeth Renae TorrisAdvisorregistration: current employment
Aug 25, 2026 to presentfactForm ADV
← PARKER BROOKS MANSONAdvisorregistration: current employment
Aug 13, 2026 to presentfactForm ADV
← Tate Maxwell BielenbergAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← Jack David PenningtonAdvisorregistration: current employment
Feb 27, 2026 to presentfactForm ADV
← Harrison Edward MarksAdvisorregistration: current employment
Jan 29, 2026 to presentfactForm ADV
← Melissa RojasAdvisorregistration: current employment
Dec 18, 2025 to presentfactForm ADV
← Ava ArjmandAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← WILLIAM NATHAN PARKEYAdvisorregistration: previous registration
Sep 16, 2024 to Dec 31, 2024factForm ADV
← KURT THOMAS MOMANDAdvisorregistration: current employment
Nov 21, 2024 to presentfactForm ADV
← RHEA YVONNE FEARSAdvisorregistration: current employment
Nov 21, 2024 to presentfactForm ADV
← DAVID LEE WATSONAdvisorregistration: current employment
Sep 12, 2024 to presentfactForm ADV
← CHARLES EVERETT MARKWALTERAdvisorregistration: current employment
Sep 9, 2024 to presentfactForm ADV
← Nicolas Jeremy DykstraAdvisorregistration: current employment
Apr 5, 2024 to presentfactForm ADV
← Christopher Jay CowartAdvisorregistration: current employment
Mar 19, 2024 to presentfactForm ADV
← Tiffany CzajkaAdvisorregistration: current employment
Mar 19, 2024 to presentfactForm ADV
← Jaaziel Mizraim Palacios JaimesAdvisorregistration: current employment
Dec 12, 2022 to presentfactForm ADV
← Jordan Thomas HillyerAdvisorregistration: current employment
Sep 2, 2022 to presentfactForm ADV
← Tracee WagnerAdvisorregistration: current employment
Mar 8, 2022 to presentfactForm ADV
← ROBERT THOMPSON DAVISAdvisorregistration: previous registration
Feb 3, 2014 to Jan 22, 2019factForm ADV
← Jodi DHollosyAdvisorregistration: current employment
Nov 9, 2021 to presentfactForm ADV
← Ryan Michael VidalAdvisorregistration: current employment
Nov 12, 2020 to presentfactForm ADV
← Marcy Espinosa HansonAdvisorregistration: current employment
Aug 31, 2020 to presentfactForm ADV
← Peter ScovillAdvisorregistration: current employment
Dec 17, 2019 to presentfactForm ADV
← Joseph Andrew HavasyAdvisorregistration: current employment
Apr 24, 2019 to presentfactForm ADV
← JOHN LOWREY STONEAdvisorregistration: current employment
Jun 22, 2015 to presentfactForm ADV
← TIMOTHY JOHN DENEHYAdvisorregistration: current employment
Apr 18, 2014 to presentfactForm ADV
← THOMAS MARION JOHNSONAdvisorregistration: current employment
Mar 12, 2012 to presentfactForm ADV
← NESHA PRATT ZEIGLERAdvisorregistration: current employment
May 30, 2010 to presentfactForm ADV
and 23 more

Affiliated with (1)

← SAGE CAPITAL HOLDINGS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (9)

← ZEIGLER, NESHA, PRATTOwnerMANAGING DIRECTOR, ownership code NA, individual
Sep 9, 2024 to Dec 13, 2024factForm ADV
← KEISTER, REBECCA, MITCHELLOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 9, 2024 to Dec 13, 2024factForm ADV
← PHILLIPS, COURTLAND, GREENEOwnerMANAGING MEMBER, ownership code C, individual
Sep 11, 2012 to Dec 13, 2024factForm ADV
← MARKWALTER, CHARLES, EVERETTOwnerCEO, ownership code NA, individual
Sep 9, 2024 to Dec 13, 2024factForm ADV
← PHILLIPS, HENRY, HUNGERFORD SPOONEROwnerMANAGING MEMBER, ownership code D, individual
Sep 11, 2012 to Dec 13, 2024factForm ADV
← DENEHY, TIMOTHY, JOHNOwnerPRESIDENT, ownership code NA, individual
Mar 25, 2021 to Dec 13, 2024factForm ADV
← Butler, Jay, JosephOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 25, 2021 to Dec 13, 2024factForm ADV
← JOHNSON, THOMAS, MARIONOwnerCEO EMERITUS, ownership code NA, individual
Mar 9, 2012 to Dec 13, 2024factForm ADV
← FORGE CONSULTING LLCOwnerMEMBER, ownership code E, domestic entity
Mar 9, 2012 to Dec 13, 2024factForm ADV

Moved with (2)

← MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANYRegistered adviser3 advisors, firm absorbed, same day
Sep 24, 2025 to Nov 21, 2024factForm ADV
→ BISON WEALTH, LLCRegistered adviser3 advisors, team lift out, same day
Jan 22, 2019 to Feb 19, 2019factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Advocacy Wealth Management, Llc reported RAUM $3.2B, up 56% from $2.1B (2026-02-26 to 2026-03-30)
Form ADVobserved 5 days ago
$1.2B
Occurred
Nov 18, 2025
Advisor changed firm
Rush Merrill James left Advocacy Wealth Management, Llc for Bison Wealth, Llc (registered 2026-02-10)
Form ADVobserved 5 days ago
Occurred
Sep 24, 2025
Firm absorbed
Montag & Caldwell, AN Advocacy Wealth Company's advisors moved to Advocacy Wealth Management, LLC (Atlanta, GA): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Jun 9, 2025
Advisor changed firm
Robert Wright left Advocacy Wealth Management, Llc for Schwab Wealth Advisory, Inc. (registered 2025-08-20)
Form ADVobserved 5 days ago
Occurred
Sep 30, 2024
Advisor departed, no destination yet
Michael Jordan Curran no longer registered at Advocacy Wealth Management, Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Sep 11, 2024
Advisor changed firm
Isis Lashae Waites left Advocacy Wealth Management, Llc for Temperance Wealth Management (registered 2025-01-29)
Form ADVobserved 5 days ago
Occurred
Sep 9, 2024
Control person joined
Everett Charles Markwalter (Ceo) appeared on Schedule A of Advocacy Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Sep 9, 2024
Control person joined
Pratt Nesha Zeigler (Managing Director) appeared on Schedule A of Advocacy Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Sep 9, 2024
Control person joined
Mitchell Rebecca Keister (Chief Compliance Officer) appeared on Schedule A of Advocacy Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Regulatory AUM changed
Advocacy Wealth Management, Llc reported RAUM $1.7B, up 39% from $1.2B (2024-01-16 to 2024-03-27)
Form ADVobserved 5 days ago
$486M
Occurred
Jul 18, 2023
Advisor changed firm
Joanna Nineen Amberger left Advocacy Wealth Management, Llc for Continuum Advisory, Llc (registered 2026-04-22)
Form ADVobserved 5 days ago
Occurred
Jan 4, 2023
Advisor changed firm
Justin Christopher Morganti left Advocacy Wealth Management, Llc for Cambridge Investment Research Advisors, Inc. (registered 2024-10-10)
Form ADVobserved 5 days ago
Occurred
Jul 13, 2022
Advisor changed firm
Bethany R. Wheeler left Advocacy Wealth Management, Llc for Bison Wealth, Llc (registered 2023-07-13)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Regulatory AUM changed
Advocacy Wealth Management, Llc reported RAUM $942.3M, up 27% from $744.7M (2020-07-13 to 2021-03-25)
Form ADVobserved 5 days ago
$198M
Occurred
Mar 25, 2021
Control person joined
John Timothy Denehy (President) appeared on Schedule A of Advocacy Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person joined
Joseph Jay Butler (Chief Operating Officer) appeared on Schedule A of Advocacy Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 27, 2019
Control person left
Michael David Paventi (Coo) no longer on Schedule A of Advocacy Wealth Management, Llc (listed 2018-12-11, absent 2019-03-27)
Form ADVobserved 5 days ago
Occurred
Feb 20, 2013
First Form ADV filing
Advocacy Wealth Management Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ecaf8f2f-5969-df70-b62b-a04db60dc09a
First observed: Mar 9, 2012
Last observed: Aug 3, 2026 48 days 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.

ADVOCACY WEALTH MANAGEMENT, LLC

CRD 141943

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:ecaf8f2f-5969-df70-b62b-a04db60dc09a

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NESHA PRATT ZEIGLER

n/a

ATLANTA, GA

THOMAS MARION JOHNSON

Certified Financial Planner

ATLANTA, GA

TIMOTHY JOHN DENEHY

Certified Financial Planner

ATLANTA, GA | ENFIELD, CT

n/a

JOHN LOWREY STONE

Certified Financial Planner

ATLANTA, GA

n/a

Joseph Andrew Havasy

n/a

ATLANTA, GA

n/a

Peter Scovill

n/a

Columbia, SC

n/a

Marcy Espinosa Hanson

n/a

ATLANTA, GA

n/a

Ryan Michael Vidal

n/a

ATLANTA, GA

Jodi DHollosy

Certified Financial Planner

ATLANTA, GA

n/a

ROBERT THOMPSON DAVIS

n/a

Hartwell, GA

Tracee Wagner

n/a

Miami Beach, FL

n/a

Jordan Thomas Hillyer

n/a

ATLANTA, GA

n/a

Jaaziel Mizraim Palacios Jaimes

Chartered Financial Consultant

ATLANTA, GA

n/a

Christopher Jay Cowart

Certified Financial Planner

ATLANTA, GA

Tiffany Czajka

Certified Financial Planner

ATLANTA, GA

n/a

Nicolas Jeremy Dykstra

n/a

ATLANTA, GA

n/a

CHARLES EVERETT MARKWALTER

Chartered Financial Analyst

ATLANTA, GA

DAVID LEE WATSON

Chartered Financial Analyst

Ridgeland, MS

KURT THOMAS MOMAND

Chartered Financial Analyst

ATLANTA, GA

RHEA YVONNE FEARS

Certified Financial Planner

Atlanta, GA

WILLIAM NATHAN PARKEY

n/a

Somerset, KY

Ava Arjmand

n/a

ATLANTA, GA

Melissa Rojas

n/a

ATLANTA, GA

n/a

Harrison Edward Marks

n/a

ATLANTA, GA

n/a

Jack David Pennington

n/a

Atlanta, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUTLER, JAY, JOSEPH

CHIEF FINANCIAL OFFICER

yes

01/2026

Aug 3, 2026

JOHNSON, THOMAS, MARION

CEO EMERITUS

yes

01/2026

Aug 3, 2026

MARKWALTER, CHARLES, EVERETT

Ceo

yes

01/2026

Aug 3, 2026

PHILLIPS, COURTLAND, GREENE

President

yes

01/2026

Aug 3, 2026

PHILLIPS, HENRY, HUNGERFORD

President

yes

01/2026

Aug 3, 2026

THE FORGE COMPANIES, LLC

Member

yes

01/2026

Aug 3, 2026

DENEHY, TIMOTHY, JOHN

President

yes

08/2020

Mar 25, 2021

Dec 13, 2024

FORGE CONSULTING LLC

Member

yes

08/2006

Mar 9, 2012

Dec 13, 2024

KEISTER, REBECCA, MITCHELL

CHIEF COMPLIANCE OFFICER

yes

08/2024

Sep 9, 2024

Dec 13, 2024

PHILLIPS, COURTLAND, GREENE

MANAGING MEMBER

yes

08/2006

Sep 11, 2012

Dec 13, 2024

PHILLIPS, HENRY, HUNGERFORD SPOONER

MANAGING MEMBER

yes

08/2006

Sep 11, 2012

Dec 13, 2024

ZEIGLER, NESHA, PRATT

MANAGING DIRECTOR

yes

08/2024

Sep 9, 2024

Dec 13, 2024

CURLESS, JULIE, LYNN

CHIEF COMPLIANCE OFFICER

07/2026

Aug 3, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ABACUS ADVISORS

n/a

yes

n/a

ADVOCACY TRUST, LLC

n/a

yes

MACK WATKINS INSURANCE AGENCY INC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

Enfield

United States

Hartwell

United States

Mooresville

United States

Columbia

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$3.2B

$3.1B

n/a

2024

Mar 25, 2025

$2.1B

n/a

2023

Mar 27, 2024

$1.7B

n/a

2022

Mar 30, 2023

$1.2B

n/a

2021

Mar 25, 2022

$1.1B

n/a

2020

Mar 25, 2021

$942M

$931M

n/a

2019

Mar 30, 2020

$745M

$733M

n/a

2018

Mar 27, 2019

$661M

n/a

2017

Mar 20, 2018

$670M

$589M

n/a

2016

Mar 31, 2017

$571M

$500M

n/a

2015

Mar 25, 2016

$450M

n/a

2014

Mar 26, 2015

$400M

n/a

2013

Mar 31, 2014

$2.7B

$2.6B

n/a

2011

Mar 9, 2012

$55.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

3.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.2B

$2.1B

55.7%

$1.2B

37.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BISON WEALTH, LLC

Jan 22, 2019

Feb 19, 2019

ATLANTA, GA

Team lift out

RIA to new firm

25.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY

Sep 24, 2025

Nov 21, 2024

ATLANTA, GA

Firm absorbed

RIA to RIA

100.0%