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 Consulting Group Advisors, LLC

Wealth manager with institutional or fund businessAtlanta, GeorgiaCRD 288169SEC 801-112054website IAPD

Latest filing Apr 27, 2026

First filing on the tape Oct 18, 2017 · 20 filings

SEC status approved since Nov 21, 2017

RAUM

$15B

reported, Item 5.F

Discretionary

15%

of RAUM

Private clients

22%

$3.3B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$1.8B

derived; firm RAUM over IAPD count

Employees

10 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

20 filings and snapshots on the tape

RAUM$15B as of Apr 27, 2026

Mar 21, 2018$12B then

HNW client RAUM$3.0B as of Apr 27, 2026

Mar 21, 2018$1.3B then

State-registered IARs (5.B.3)8 as of Apr 27, 2026

Mar 21, 20185 then

Employees (5.A)23 as of Apr 27, 2026

Mar 21, 201820 then

Private funds: no history

RAUM +8.2% over the last fiscal year+7.5% a year over threeIARs 7 to 8offices 1 to 11

Practice profile

derived from the filing of Apr 27, 2026; every figure names its basis

Archetypes, each a printed rule

Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients

RAUM per advisor: $1.8BderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 35derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $60.0MderivedHNW RAUM over HNW clients
Average account: $8.5MderivedRAUM over accounts (5.F.2.f)
Discretionary: 15%derivedof RAUM
Institutional: 61%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.9derivedItem 5.A over advisors
Advisors per office: 0.7derived12 offices incl. principal (1.F.5)
RAUM growth, one year: +8.2%derivedbetween the last two annual amendments
Advisor growth, one year: +14%derivedItem 5.B.3 between annual amendments
Client growth, one year: +6.5%derived
Compensation: percentage of assets, fixed fees, commissionsreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Custody: $738M, 36 clientsreportedItem 9.A
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)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Charitable organizations$4.6B31%
Pension and profit-sharing plans$4.0B27%
High-net-worth individuals$3.0B20%
Corporations and businesses$2.4B16%
Insurance companies$401M2.7%
Individuals$302M2.1%
State and municipal entities$8.3M0.1%

Individual clients: 227reported
HNW clients: 50reported
Pension plan clients: 20reported
Charitable clients: 53reported
Accounts: 1,727reported
Financial planning clients: 11-25reported
Wrap fee programs: noreported
Custody of client assets: $738M for 36 clientsreported
Compensation: % of AUM, fixed, commissionsreported
Class basis: private_client_share=0.22 fund_share=0.0 institutional_share=0.61 related_bd=false related_bank=false bd_reps=15.0derived

Advisors registered through the firm

8 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Matthew Christian BauderChartered Financial Analyst	Atlanta, Ga	Jan 26, 2018	27 y	1
Michael Frank MalloyChartered Financial Analyst	Atlanta, Ga	Jan 30, 2018	39 y	2
Kurt Roderick Hennek	Atlanta, Ga	Jan 31, 2018	20 y	2
Robert A. Brewer	Lexington, Ky	Jul 2, 2023	33 y	2
Megan Paige ReynoldsCertified Financial Planner	Atlanta, Ga	Aug 15, 2023	27 y	2
Michael John Butkus	Atlanta, Ga	Oct 31, 2023	19 y	3
Keely Lynne RockChartered Financial Consultant	Lexington, Ky	Jul 1, 2025	11 y	0
William Cabot Potter HagginCertified Financial Planner	Lexington, Ky	May 5, 2026	10 y	1

Advisor movement

1 left, 1 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 13% of current headcount1 left over 36 months

Left, latest

Christopher Shawn Wilson to Lcp Institutional, LLC
Feb 17, 2026 · RIA to RIA

Joined, latest

William Cabot Potter Haggin from Sunbelt Securities
May 5, 2026 · Affiliated broker-dealer or bank to independent RIA
Michael John Butkus from Raymond James & Associates, Inc.
Oct 31, 2023 · Other
Megan Paige Reynolds from Raymond James & Associates, Inc.
Aug 15, 2023 · Other
Christopher Shawn Wilson from Sierra Investment Management, LLC
Jul 21, 2023 · Other
Robert A. Brewer from Raymond James & Associates, Inc.
Jul 2, 2023 · Other
Kurt Roderick Hennek from Raymond James & Associates, Inc.
Jan 31, 2018 · Affiliated broker-dealer or bank to a newly registered adviser
Michael Frank Malloy from Raymond James & Associates, Inc.
Jan 30, 2018 · Affiliated broker-dealer or bank to a newly registered adviser
Matthew Christian Bauder from Raymond James & Associates, Inc.
Jan 26, 2018 · Affiliated broker-dealer or bank to a newly registered adviser

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from Raymond James & Associates, Inc.
Jul 7, 2023 · Lexington, Ky
4 joined from Raymond James & Associates, Inc.
Dec 31, 2017 · Atlanta, Ga

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Kurt James Anderson · Partnercontrol
since 01/2022 · owns less than 5%
Christian Matthew Bauder · Managing Membercontrol
since 12/2020 · owns 10% to 25%
A. Robert Brewer · Partnercontrol
since 10/2024 · owns 10% to 25%
John Michael Butkus · Partnercontrol
since 01/2022 · owns 5% to 10%
Roderick Kurt Hennek · Managing Membercontrol
since 12/2020 · owns 10% to 25%
Eugene Roderick Hennek · Partnercontrol
since 10/2017 · owns 5% to 10%
Catherine Mary Johnston · Chief Compliance Officercontrol
since 08/2024 · owns less than 5%
Frank Michael Malloy · Partnercontrol
since 10/2017 · owns 5% to 10%
Ray Gary Schafer · Managing Membercontrol
since 12/2020 · owns 5% to 10%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Atlanta, Ga · principal	8	1	1
Lexington, Ky	4	1	0

Offices

Schedule D 1.F, the 25 largest

Lexington, KY2 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

high office count relative to headcountStatic outlier · filing Apr 27, 2026
offices per registered advisor of 1.5 against a peer median of 0.3 (171 comparable advisers, 100.0th percentile, 7.3 robust deviations)
peers: independent wealth managers, $5B to $20B (171) · 100% percentile
high institutional concentrationStatic outlier · filing Apr 27, 2026
institutional share of RAUM of 61% against a peer median of 4% (289 comparable advisers, 98.0th percentile, 11.3 robust deviations)
peers: independent wealth managers, $5B to $20B (289) · 98% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Charity clients · 54 to 53
Mar 31, 2026 to Apr 27, 2026
Corporate clients · 16 to 14
Mar 31, 2026 to Apr 27, 2026
Pension plan clients · 10 to 20
Mar 31, 2026 to Apr 27, 2026
HNW RAUM · $3.0B to $3.0B
Mar 31, 2026 to Apr 27, 2026
Individual RAUM · $298M to $302M
Mar 31, 2026 to Apr 27, 2026
Pension RAUM · $2.8B to $4.0B
Mar 31, 2026 to Apr 27, 2026
Accounts · 1,836 to 1,727
Nov 13, 2025 to Mar 31, 2026
Advisory employees · 11 to 10
Nov 13, 2025 to Mar 31, 2026
Charity clients · 50 to 54
Nov 13, 2025 to Mar 31, 2026
Corporate clients · 9 to 16
Nov 13, 2025 to Mar 31, 2026
HNW clients · 94 to 50
Nov 13, 2025 to Mar 31, 2026
Individual clients · 166 to 227
Nov 13, 2025 to Mar 31, 2026
Pension plan clients · 18 to 10
Nov 13, 2025 to Mar 31, 2026
Assets in custody · $722M to $738M
Nov 13, 2025 to Mar 31, 2026
Employees · 24 to 23
Nov 13, 2025 to Mar 31, 2026
State-registered IARs · 7 to 8
Nov 13, 2025 to Mar 31, 2026
Other offices · 1 to 11
Nov 13, 2025 to Mar 31, 2026
Discretionary RAUM · $1.9B to $2.2B
Nov 13, 2025 to Mar 31, 2026
HNW RAUM · $3.1B to $3.0B
Nov 13, 2025 to Mar 31, 2026
Individual RAUM · $129M to $298M
Nov 13, 2025 to Mar 31, 2026
Non-discretionary RAUM · $12B to $13B
Nov 13, 2025 to Mar 31, 2026
Pension RAUM · $3.7B to $2.8B
Nov 13, 2025 to Mar 31, 2026
RAUM · $14B to $15B
Nov 13, 2025 to Mar 31, 2026
Advisory employees · 10 to 11
Mar 31, 2025 to Nov 13, 2025
BD registered reps · 14 to 15
Mar 31, 2025 to Nov 13, 2025
Employees · 23 to 24
Mar 31, 2025 to Nov 13, 2025
Accounts · 410 to 1,836
Nov 11, 2024 to Mar 31, 2025
Advisory employees · 11 to 10
Nov 11, 2024 to Mar 31, 2025
Charity clients · 48 to 50
Nov 11, 2024 to Mar 31, 2025
Corporate clients · 14 to 9
Nov 11, 2024 to Mar 31, 2025
HNW clients · 66 to 94
Nov 11, 2024 to Mar 31, 2025
Individual clients · 261 to 166
Nov 11, 2024 to Mar 31, 2025
Assets in custody · unset to 721511234.0
Nov 11, 2024 to Mar 31, 2025
Custody of client assets · false to true
Nov 11, 2024 to Mar 31, 2025
Employees · 24 to 23
Nov 11, 2024 to Mar 31, 2025
Financial planning clients · 11-25 to 11-25
Nov 11, 2024 to Mar 31, 2025
Discretionary RAUM · $1.7B to $1.9B
Nov 11, 2024 to Mar 31, 2025
HNW RAUM · $2.6B to $3.1B
Nov 11, 2024 to Mar 31, 2025
Individual RAUM · $271M to $129M
Nov 11, 2024 to Mar 31, 2025
Non-discretionary RAUM · $12B to $12B
Nov 11, 2024 to Mar 31, 2025

Signals

10 dated events

Atlanta Consulting Group Advisors, Llc reported 11 offices beyond its principal office, up from 1 (2025-11-13 to 2026-03-31)
Mar 31, 2026 · Office count change · derived
Christopher Shawn Wilson left Atlanta Consulting Group Advisors, Llc for Lcp Institutional, Llc (registered 2026-03-03)
Feb 17, 2026 · Advisor changed firm · fact
A. Robert Brewer (Partner) appeared on Schedule A of Atlanta Consulting Group Advisors, Llc
Nov 11, 2024 · Control person joined · fact
Lorraine Teresa Sponseller (Chief Compliance Officer) no longer on Schedule A of Atlanta Consulting Group Advisors, Llc (listed 2024-06-26, absent 2024-09-06)
Sep 6, 2024 · Control person left · inference
Catherine Mary Johnston (Chief Compliance Officer) appeared on Schedule A of Atlanta Consulting Group Advisors, Llc
Sep 6, 2024 · Control person joined · fact
Samuel Edward Michelson (Partner) no longer on Schedule A of Atlanta Consulting Group Advisors, Llc (listed 2023-12-04, absent 2024-03-27)
Mar 27, 2024 · Control person left · inference
2 advisors left Raymond James & Associates, Inc. (Lexington, KY) for Atlanta Consulting Group Advisors, LLC on the same day
Jul 7, 2023 · Team lift-out · derived
John Michael Butkus (Partner) appeared on Schedule A of Atlanta Consulting Group Advisors, Llc
Mar 28, 2022 · Control person joined · fact
Kurt James Anderson (Partner) appeared on Schedule A of Atlanta Consulting Group Advisors, Llc
Mar 28, 2022 · Control person joined · fact
Atlanta Consulting Group Advisors, Llc filed its initial SEC registration (Form ADV)
Oct 18, 2017 · First SEC registration · fact

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

Business phone: 404-240-6745reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 470-377-6441reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 470-377-6442reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/atlanta-consulting-groupreportedpublic record, Form ADV, Sep 17, 2026
Website: acgconsulting.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 888-317-2810reportedpublic record, Form ADV, Apr 27, 2026
Team page: acgconsulting.com/who-we-are/our-peoplereportedpublished by the firm, firm site, Sep 15, 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: Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
RAUM per advisor: $1.8Bderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026