DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Atlanta Capital
Legal name Atlanta Capital Management Company, L.L.C.
Latest filing Mar 26, 2026
First filing on the tape Jan 31, 2012 · 31 filings
SEC status approved since Sep 30, 2001
RAUM
$29B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
1.0%
$290M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$9.5B
derived; firm RAUM over IAPD count
Employees
35
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$29B as of Mar 26, 2026
Jan 31, 2012$12B then
HNW client RAUM$290M as of Mar 26, 2026
Feb 1, 2018$1.4B then
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Jan 30, 20133 then
Employees (5.A)35 as of Mar 26, 2026
Jan 30, 201346 then
Private funds: no history
RAUM -21% over the last fiscal year-3.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- $9.5BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 7derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $13.2MderivedHNW RAUM over HNW clients
- Average account
- $3.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 21%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 11.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -21%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -8.3%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$18B70%
- State and municipal entities$3.5B14%
- Pension and profit-sharing plans$2.1B8.5%
- Pooled investment vehicles$1.1B4.3%
- Corporations and businesses$385M1.5%
- High-net-worth individuals$290M1.1%
- Charitable organizations$219M0.9%
- Other investment advisers$16.7M0.1%
- Insurance companies$11.0M0.0%
- Individual clients
- 0reported
- HNW clients
- 22reported
- Pension plan clients
- 32reported
- Charitable clients
- 8reported
- Accounts
- 9,277reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $1.7B managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.65 institutional_share=0.21 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Chip B ReedChartered Financial Analyst | Atlanta, Ga | Apr 30, 2003 | 27 y | 0 |
| William Royal HackneyChartered Financial Analyst | Atlanta, Ga | Apr 30, 2003 | 31 y | 0 |
| Richard Bradley England | Atlanta, Ga | Sep 25, 2006 | 22 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Kelly Ray Williams · President & Chief Operating Officercontrolsince 11/2006 · owns less than 5%
- Hughes Eugene Merges · Chief Compliance Officersince 01/2024 · owns less than 5%
Entity owners
- Morgan Stanley Capital Management, LLC · Sole Memberdirect · owns 75% or more
- Morgan Stanley · Memberindirect · owns 75% or more of Morgan Stanley Capital Management, LLC · public reporting company
Related persons
Schedule D 7.A
- Boston Management And Researchinvestment adviserbankpooled vehicle sponsornRAUM $155B
- Calvert Research And Managementinvestment adviserbanknRAUM $40B
- Eaton Vance Advisers International Ltd.investment advisernRAUM $36B
- Eaton Vance Distributors, Inc.broker-dealern
- Eaton Vance Managementinvestment adviserbankpooled vehicle sponsornRAUM $97B
- Eaton Vance Trust Companyn
- Morgan Stanley Distribution, Inc.broker-dealern
- Morgan Stanley Investment Management Companyinvestment advisernRAUM $11B
- Morgan Stanley Investment Management Inc.investment adviserbankpooled vehicle sponsornRAUM $702B
- Morgan Stanley Investment Management Limitedinvestment adviserpooled vehicle sponsornRAUM $175B
- Morgan Stanleybroker-dealerinvestment adviserpooled vehicle sponsorcustodiannRAUM $1962B
- Msim Fund Management (Ireland) Limitedpooled vehicle sponsorn
- Parametric Portfolio Associatesinvestment adviserbanknRAUM $685B
Advisers that list Atlanta Capital as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 11,959 to 9,277Jun 18, 2025 to Mar 26, 2026
- Advisory employees · 15 to 14Jun 18, 2025 to Mar 26, 2026
- Charity clients · 12 to 8Jun 18, 2025 to Mar 26, 2026
- Corporate clients · 6 to 7Jun 18, 2025 to Mar 26, 2026
- HNW clients · 24 to 22Jun 18, 2025 to Mar 26, 2026
- Pension plan clients · 35 to 32Jun 18, 2025 to Mar 26, 2026
- Employees · 29 to 35Jun 18, 2025 to Mar 26, 2026
- Discretionary RAUM · $36B to $29BJun 18, 2025 to Mar 26, 2026
- HNW RAUM · $303M to $290MJun 18, 2025 to Mar 26, 2026
- Pension RAUM · $3.0B to $2.1BJun 18, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.0B to $1.1BJun 18, 2025 to Mar 26, 2026
- RAUM · $36B to $29BJun 18, 2025 to Mar 26, 2026
- Wrap assets (manager) · $4.2B to $1.7BJun 18, 2025 to Mar 26, 2026
- Financial planning clients · unset to Mar 14, 2025 to Jun 18, 2025
- Accounts · 12,286 to 11,959Nov 15, 2024 to Mar 14, 2025
- Advisory employees · 14 to 15Nov 15, 2024 to Mar 14, 2025
- Charity clients · 88 to 12Nov 15, 2024 to Mar 14, 2025
- Corporate clients · 88 to 6Nov 15, 2024 to Mar 14, 2025
- HNW clients · 3,597 to 24Nov 15, 2024 to Mar 14, 2025
- Pension plan clients · 104 to 35Nov 15, 2024 to Mar 14, 2025
- Employees · 28 to 29Nov 15, 2024 to Mar 14, 2025
- Discretionary RAUM · $33B to $36BNov 15, 2024 to Mar 14, 2025
- HNW RAUM · $2.1B to $303MNov 15, 2024 to Mar 14, 2025
- Pension RAUM · $2.8B to $3.0BNov 15, 2024 to Mar 14, 2025
- Pooled vehicle RAUM · $978M to $1.0BNov 15, 2024 to Mar 14, 2025
- RAUM · $33B to $36BNov 15, 2024 to Mar 14, 2025
- Wrap assets (manager) · $4.0B to $4.2BNov 15, 2024 to Mar 14, 2025
- Accounts · 25,685 to 12,286Jan 2, 2024 to Mar 27, 2024
- Charity clients · 84 to 88Jan 2, 2024 to Mar 27, 2024
- Corporate clients · 94 to 88Jan 2, 2024 to Mar 27, 2024
- HNW clients · 3,560 to 3,597Jan 2, 2024 to Mar 27, 2024
- Pension plan clients · 105 to 104Jan 2, 2024 to Mar 27, 2024
- Employees · 37 to 28Jan 2, 2024 to Mar 27, 2024
- Financial planning clients · 0 to unsetJan 2, 2024 to Mar 27, 2024
- Discretionary RAUM · $26B to $33BJan 2, 2024 to Mar 27, 2024
- HNW RAUM · $1.9B to $2.1BJan 2, 2024 to Mar 27, 2024
- Non-discretionary RAUM · $6.1B to $0Jan 2, 2024 to Mar 27, 2024
- Pension RAUM · $1.8B to $2.8BJan 2, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $945M to $978MJan 2, 2024 to Mar 27, 2024
- RAUM · $32B to $33BJan 2, 2024 to Mar 27, 2024
Signals
8 dated events
- T Laura Donovan (Chief Compliance Officer) no longer on Schedule A of Atlanta Capital (listed 2023-12-08, absent 2024-01-02)Jan 2, 2024 · Control person left · inference
- Hughes Eugene Merges (Chief Compliance Officer) appeared on Schedule A of Atlanta CapitalJan 2, 2024 · Control person joined · fact
- E. Thomas Faust (Manager) no longer on Schedule A of Atlanta Capital (listed 2021-07-30, absent 2021-10-05)Oct 5, 2021 · Control person left · inference
- Bass Charles Reed (Managing Director/Manager) no longer on Schedule A of Atlanta Capital (listed 2021-07-30, absent 2021-10-05)Oct 5, 2021 · Control person left · inference
- Stewart Frederick Marius (Manager) no longer on Schedule A of Atlanta Capital (listed 2021-07-30, absent 2021-10-05)Oct 5, 2021 · Control person left · inference
- Greenwald Laurie Hylton (Manager) no longer on Schedule A of Atlanta Capital (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Atlanta Capital reported RAUM $25.5B, up 33% from $19.2B (2019-01-30 to 2020-01-30)Jan 30, 2020 · RAUM change · derived
- Anthony James Womack (Manager Of Atlanta Capital Management Holdings, Llc) no longer on Schedule A of Atlanta Capital (listed 2018-02-01, absent 2019-01-30)Jan 30, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/atlanta-capital-managementreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 404-876-9411reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $9.5Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026