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SEC-registered adviser

A••••••• C•••••• M••••••••• L••

Other adviserAlpharetta, GeorgiaCRD 307047SEC 801-119563websiteIAPD
Latest filing Mar 3, 2026
First filing on the tape Sep 1, 2020 · 8 filings
SEC status approved since Oct 1, 2020
RAUM
$385M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$385M as of Mar 3, 2026
Mar 30, 2021$194M then
HNW client RAUM$0 as of Mar 3, 2026
Mar 30, 2021$0 then
State-registered IARs (5.B.3)0 as of Mar 3, 2026
Mar 30, 20210 then
Employees (5.A)5 as of Mar 3, 2026
Mar 30, 20215 then
Private funds: no history
RAUM +0.3% over the last fiscal year+2.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 3, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$128MderivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+0.3%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
otherreportedItem 5.G
Custody
$8.5M, 3 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
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
3reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$8.5M for 3 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • W••••••• M••••••• A• · President And Chief Compliance Officercontrol
        since 04/2012 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • low discretionary shareStatic outlier · filing Mar 3, 2026
        discretionary share of RAUM of 0% against a peer median of 100% (212 comparable advisers, 0.0th percentile, 33.7 robust deviations)
        peers: other advisers, $100M to $500M (212) · 0.0% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Advisory employees · 4 to 3
        Mar 24, 2025 to Mar 3, 2026
      • Assets in custody · $11.4M to $8.5M
        Mar 24, 2025 to Mar 3, 2026
      • Employees · 6 to 5
        Mar 24, 2025 to Mar 3, 2026
      • Non-discretionary RAUM · $384M to $385M
        Mar 24, 2025 to Mar 3, 2026
      • RAUM · $384M to $385M
        Mar 24, 2025 to Mar 3, 2026
      • Assets in custody · $10.1M to $11.4M
        Mar 6, 2024 to Mar 24, 2025
      • Financial planning clients · unset to
        Mar 6, 2024 to Mar 24, 2025
      • Non-discretionary RAUM · $370M to $384M
        Mar 6, 2024 to Mar 24, 2025
      • RAUM · $370M to $384M
        Mar 6, 2024 to Mar 24, 2025
      • Assets in custody · $7.7M to $10.1M
        Mar 7, 2023 to Mar 6, 2024
      • Non-discretionary RAUM · $353M to $370M
        Mar 7, 2023 to Mar 6, 2024
      • RAUM · $353M to $370M
        Mar 7, 2023 to Mar 6, 2024
      • Assets in custody · $4.6M to $7.7M
        Sep 29, 2022 to Mar 7, 2023
      • Non-discretionary RAUM · $331M to $353M
        Sep 29, 2022 to Mar 7, 2023
      • RAUM · $331M to $353M
        Sep 29, 2022 to Mar 7, 2023
      • Assets in custody · $331M to $4.6M
        Mar 28, 2022 to Sep 29, 2022
      • Accounts · 2 to 3
        Mar 30, 2021 to Mar 28, 2022
      • Advisory employees · 3 to 4
        Mar 30, 2021 to Mar 28, 2022
      • Assets in custody · $194M to $331M
        Mar 30, 2021 to Mar 28, 2022
      • Employees · 5 to 6
        Mar 30, 2021 to Mar 28, 2022
      • Other offices · 1 to 0
        Mar 30, 2021 to Mar 28, 2022
      • Non-discretionary RAUM · $194M to $331M
        Mar 30, 2021 to Mar 28, 2022
      • RAUM · $194M to $331M
        Mar 30, 2021 to Mar 28, 2022
      • Advisory employees · 4 to 3
        Sep 1, 2020 to Mar 30, 2021
      • Assets in custody · $6.7M to $194M
        Sep 1, 2020 to Mar 30, 2021
      • Discretionary RAUM · $198M to $0
        Sep 1, 2020 to Mar 30, 2021
      • Non-discretionary RAUM · $0 to $194M
        Sep 1, 2020 to Mar 30, 2021
      • RAUM · $198M to $194M
        Sep 1, 2020 to Mar 30, 2021
      Signals
      2 dated events
      • A••••••• C•••••• M••••••••• L•• reported RAUM $331.2M, up 70% from $194.5M (2021-03-30 to 2022-03-28)
        Mar 28, 2022 · RAUM change · derived
      • A••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Sep 1, 2020 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      A•••••••.COMreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      678-387-1750reportedpublic record, Form ADV, Mar 3, 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
      Other adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026