Family office profile

1••• W••••• L••

The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Atlanta, GAOutsourced family office provideridentity confidence 60%1•••••••••.com

Why this class: registered adviser offering family office services among its advisory services ('sub-advisory, advisory consulting, & family office services').

Not yet hand-verified
Last observed Sep 21, 2026 · 78 observations · 3 sources
4 people · 0 investments · 146 public positions · 8 events

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 53% (medium value, medium; the most valuable missing fact is direct inv•••ments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Atlanta, GA
Office address
••• Locked
Business phone
••• Locked
Website
1•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $254M. Regulatory AUM $391M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$391M as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Feb 6, 2017 · 2 employeesFact
Client mix (Form ADV 5.D)
Individuals: 27 ($7.7M); Corporations: 24 ($110M); Pension plans: 1 ($6.7M); High net worth individuals: 48 ($267M)Fact
Form 13F
$254M across 146 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('sub-advisory, advisory consulting, & family office services')Inference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
4 peopleshow
PersonTitleResponsibilityBusiness contactSource
R••• S••••Chief Compliance OfficerOperations and finance
phone: 5713170605 (published by the subject, May 8, 2026)
sec.gov Fact
R••• S••••CCOOperations and finance
phone: 5713170605 (published by the subject, Feb 11, 2026)
sec.gov Fact
R••• S••••Chief Compliance OfficerOperations and finance
phone: 5713170605 (published by the subject, Feb 11, 2026)
sec.gov Fact
R••• S••••CcoOther
phone: 5713170605 (published by the subject, May 8, 2026)
Office contact points
Business phone: 678-257-2730 (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: 1•••••••••.com (published by the subject) 1•••••••••.com
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$254M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 146 for the quarter ended Mar 31, 2026; $200M shown of $254M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
A•••• I•••••••••COM$31.6M124,49612.4%
P••••••• T••••••••• I••••••••• C•••• A•CL A$21.5M146,9358.5%
A••••• C•• I•••••••••COM$20.2M97,0697.9%
N••••• C•••••••••COM$11.1M63,5164.4%
A•••• I•••••••••COM$8.8M36,1933.5%
T•• B•••••• I•••••••• G•• I••••••••• C•• C•••• A•COM$7.9M359,1913.1%
T•••• I•••••••••COM$7.8M21,0263.1%
M•••••••• C•••••••••COM$6.9M18,7262.7%
F•••• T•••• E•• I• F•••• T•••• E••••••• S••••ETF$6.6M109,9812.6%
F•••• T•••• V•••• L••• D••••••• I•••• F•••ETF$6.3M135,0152.5%
A••••••• I••••••••• C•• S•• C•••• A•COM$5.3M18,4312.1%
T•• C•••••••• I••••••••• N••COM$5.3M33,0512.1%
V••••••• I•••• F•••• S•• 5•• E•• S•• N••ETF$4.6M7,7621.8%
B••••••••• I•••••••••COM$4.5M39,1861.8%
G•••••• S•••• G•••• I•••••••••COM$4.0M4,6801.6%
F• V••• U••• E••••• B••••• E•• S••••••••ETF$3.7M73,4081.5%
B•••••••• H••••••• I••••••••• D•• C•••• B• N••COM$3.3M6,9771.3%
F• V••• U••• E••••• B••••• • J••••••ETF$3.0M58,5801.2%
F•••• T•••• C•••••• S••••••• E••ETF$2.6M27,6381.0%
F•••• T•••• I••••••••• P•••••••• S••••••••• A••ETF$2.4M124,7890.9%
V••• I••••••••• C•• C•••• A•COM$2.4M7,8240.9%
E•••• C••••••••• P•• S•• ••••••••SHS$2.4M6,5840.9%
K• H•••COM$2.1M40,3040.8%
E•• L•••• • C••••••COM$2.1M2,2610.8%
A••••••• I••••••••• C•• S•• C•••• C•COM$1.9M6,5850.7%
E•••• V•••• T•• A••• D•• I•••COM$1.9M76,2860.7%
E••••••••• P••••••• P••••••• L• P•COM$1.7M44,6630.7%
V••••••• T•••• S•••• M••••• E••ETF$1.6M5,1110.6%
B••••••• I•••••••••COM$1.6M5,2800.6%
F• V••• U••• E••••• B••••• E•• • D•••••••ETF$1.6M31,9690.6%
F•••• T•••• D•• J•••• I••••••• I•••• F•••ETF$1.6M6,6830.6%
F• V••• U••• E••••• B••••• E•• • M••ETF$1.5M28,7530.6%
F• V••• U••• E••••• B••••• E•• • J•••ETF$1.5M26,8150.6%
M••• P•••••••• I••••••••• C•••• A•COM$1.4M2,5210.6%
F• V••• U••• E••••• B••••• E•• • M••••ETF$1.4M29,5730.6%
S••••••• I•••••••••COM$1.4M3,6150.6%
F• V••• N••••••••• B••••• E•• • M••••ETF$1.4M40,7470.5%
S••••••••• I•••••••••COM$1.2M6,4170.5%
A•••••• M•••• I•••••••••COM$1.1M3,2880.4%
I•••• C•••••••••COM$1.1M25,3230.4%
Changes between the last two quarters
  • Mar 31, 2026 1••• W••••• L•• opened a $7,880,651 position in T•• B•••••• I•••••••• G•• I••••••••• C•• C•••• a• (359,191 shares) sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 11, 2026Office discovered1••• W••••• L•• found on the SEC adviser roster (services_d•••••••••)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
78show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 78 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+20 v••••••• b••••••• p••••• (5)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($390,766,614)
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (1010)
Mandate confidence
no components; scored 0
Identity confidence
+60 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_d•••••••••Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-30Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)1••• W••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)1••• W••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)1••• W••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)1••• W••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)SUB-ADVISORY, ADVISORY CONSULTING, & FAMILY OFFICE SERVICESMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers,otherMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2017-02-06Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients48Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":27,"raum_usd":7730227,"fewer_than_5":false},"corporations":{"clients":24,"raum_usd":109661545,"fewer_than_5":false},"pension_plans":{"Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Employees2Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions146Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions141Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions140Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions143Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions139Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions140Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$254MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$266MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$259MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$243MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$218MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$218MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSandy Springs, GAMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersAtlanta, GADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts436Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$267MMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$391MMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Website1•••••••••.comMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website robotsdisallowedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website titleHome - 1••• W•••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website titleHome - 1••• W•••••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact