ATLANTA CONSULTING GROUP ADVISORS, LLC

CRD

288169

SEC file #

801-112054

EIN

815358976

DBA names

—

Economics

AUM

$14.70B

AUM band

$1B+

AUM trajectory

'20 · $11.12B

'21 · $11.85B

'22 · $13.53B

'23 · $14.77B

'25 · $13.59B

'26 · $14.70B

'20'26

$11.12B → $14.70B▲ +32%

sec adv history

Client mix

Individuals Other	227
Charitable Organizations	53
Individuals High Net Worth	50
Pension Profit Sharing Plans	20
Corporations	14

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 9 advisors

'21 · 8 advisors

'22 · 10 advisors

'23 · 10 advisors

'25 · 11 advisors

'26 · 10 advisors

'20'26

9 advisors → 10 advisors▲ +11%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed feesCommissions

Filings

Latest ADV filing

04/27/2026

ADV-W filed at

—

Website

x.com/acgconsultgroup

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BAUDER, MATTHEW, CHRISTIAN

Top Owner Pct

17.5

Top Owner Entity Kind

Owner Count

Control Persons

BAUDER, MATTHEW, CHRISTIAN

BREWER, ROBERT, A.

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:atlantaconsulting.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

432,849

Form 5500 Compensation Trajectory 3y

2025	395,349
2026	37,500

Form 5500 Plan Count Trajectory 3y

2025	9
2026	1

Schedule C Total Compensation

432,849

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0002019038

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-05-13

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0001420506-26-001096

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4055

Soi Zip Pct 200k Plus

0.257

Soi Zip Returns 200k Plus

3,930

Soi Zip Total AGI

4,125,326

Fdic Zip Total Deposits

25,185,777,000

Fdic Zip Branch Count

347

Fdic Zip Top Banks

Wells Fargo Bank, National Association

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Raymond James	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

5600 GLENRIDGE DRIVE NESUITE 230-EASTATLANTA, GA 30342

Business

5600 GLENRIDGE DRIVE NESUITE 230-EASTATLANTA, GA 30342

Edgar EIN

815358976

Edgar Recent Filings

13F-HR2026-05-15 · 0001420506-26-001096

13F-HR2026-02-11 · 0001420506-26-000296

Fdic Zip Branches Raw

First Union National Bank of GeorgiaAtlanta, GA

Wachovia Bank of Georgia, National AssociationAtlanta, GA

Fdic Zip HHI

834.76

Fdic Zip Top Bank Share Pct

14.23

Fdic Zip Year

2025

Fee Schedule

Bracket Ix	54
Bracket X	24
Bracket I	11
Bracket Iv	3
Bracket Xi	3

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	37,835
Returns	3,320

Stub 2

AGI	88,151
Returns	2,380

Stub 3

AGI	124,039
Returns	2,000

Soi Zip Total Business Income

113,580

Soi Zip Total Cap Gains

620,088

Soi Zip Total Dividends

189,665

Soi Zip Total Returns

15,290

Top Owner CRD

3246194

Trust Company Affiliate