Hedge Fund Database

ATLANTA CONSULTING GROUP ADVISORS, LLC

Adviser information for ATLANTA CONSULTING GROUP ADVISORS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 24
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 14
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 6

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 300 $1.7B
Non-Discretionary 110 $11.9B
Total 410 $13.6B

Clients

Type Number RAUM
Individuals 261 $270.7M
HNW Individuals 66 $2.6B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 18 $4.3B
Charitable organizations 48 $3.8B
State or municipal gov entities 2 $156.7M
Other investment advisers 0 $0
Insurance companies 1 $392.0M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 14 $2.2B
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 2

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMFixed feesCommissions

Identifiers

SEC RIA File Number 801-112054
SEC ERA File Number 801-112054
SEC CIK Numbers 2019038
SEC CRD Numbers 288169
Legal Entity Identifier None

Principal Office

309 EAST PACES FERRY
SUITE 600
ATLANTA
GA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 888-317-2810, Fax: 470-823-3178

Websites

www.facebook.com/atlanta-consulting-group-338125546359508/ www.linkedin.com/company/atlanta-consulting-group/ twitter.com/acgconsultgroup?lang=en www.acgconsulting.com acgconsulting.com/

Chief Compliance Officer

TERESA
SPONSELLER
309 EAST PACES FERRY
SUITE 600
ATLANTA
GA
United States
Tel: 888-317-2810
Fax: 470-823-3178
(Full email address available in API data)

Regulatory Contact

KURT HENNEK
PARTNER
309 EAST PACES FERRY
SUITE 600
ATLANTA
GA
United States
Tel: 888-317-2810
Fax: 470-823-3178
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HENNEK, RODERICK, EUGENE Individual – PARTNER 10/2017 5-10%
SPONSELLER, TERESA, LORRAINE Individual – CHIEF COMPLIANCE OFFICER 10/2017 < 5%
BAUDER, MATTHEW, CHRISTIAN Individual – MANAGING MEMBER 12/2020 25-50%
HENNEK, KURT, RODERICK Individual – MANAGING MEMBER 12/2020 25-50%
MALLOY, MICHAEL, FRANK Individual – PARTNER 10/2017 < 5%
SCHAFER, GARY, RAY Individual – MANAGING MEMBER 12/2020 5-10%
BUTKUS, MICHAEL, JOHN Individual – PARTNER 01/2022 10-25%
ANDERSON, JAMES, KURT Individual – PARTNER 01/2022 < 5%

No. Employees, Historic

30150201920202021202220232024202520 on 10/15/201919 on 3/20/202019 on 6/26/202021 on 3/25/202121 on 3/28/202221 on 4/14/202223 on 3/30/202323 on 6/30/202323 on 12/4/202324 on 3/27/2024

RAUM, Historic

20B10B0201920202021202220232024202511122852010 on 10/15/201911845434675 on 3/20/202011845434675 on 6/26/202013529621188 on 3/25/202114772445226 on 3/28/202214773867193 on 4/14/202211847734774 on 3/30/202311847734774 on 6/30/202311847734774 on 12/4/202313598587500 on 3/27/2024

No. Clients, Historic

50025002019202020212022202320242025281 on 10/15/2019277 on 3/20/2020277 on 6/26/2020274 on 3/25/2021262 on 3/28/2022267 on 4/14/2022246 on 3/30/2023246 on 6/30/2023246 on 12/4/2023410 on 3/27/2024

Holdings

From latest 13F, filed August 26th, 2024 for period ending March 31st, 2024
Name Class Value $USD # Shares Private Fund
ACCENTURE PLC IRELAND SHS CLASS A 243K 701 –
AIR PRODS & CHEMS INC COM 263K 1K –
ALLIANCE RESOURCE PARTNERS L UT LTD PART 24M 1M –
ALLSTATE CORP COM 581K 3K –
ALPHABET INC CAP STK CL A 860K 6K –
ALPHABET INC CAP STK CL C 2M 12K –
AMAZON COM INC COM 2M 9K –
AMERICAN EXPRESS CO COM 756K 3K –
AMNEAL PHARMACEUTICALS INC COM STK CL A 61K 10K –
AON PLC SHS CL A 259K 775 –
APPLE INC COM 3M 19K –
ARCH CAP GROUP LTD ORD 233K 3K –
ARES CAPITAL CORP COM 239K 11K –
ASML HOLDING N V N Y REGISTRY SHS 381K 393 –
ASTRAZENECA PLC SPONSORED ADR 225K 3K –
ATLASSIAN CORPORATION CL A 274K 1K –
BANK AMERICA CORP COM 731K 19K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 9K –
BERKSHIRE HATHAWAY INC DEL CL A 12M 19 –
BLACKSTONE INC COM 3M 26K –
BOEING CO COM 228K 1K –
BOSTON SCIENTIFIC CORP COM 219K 3K –
BROADCOM INC COM 1M 1K –
BROOKFIELD CORP CL A LTD VT SH 212K 5K –
CANADIAN PACIFIC KANSAS CITY COM 443K 5K –
CATERPILLAR INC COM 846K 2K –
CHEVRON CORP NEW COM 3M 20K –
CHUBB LIMITED COM 696K 3K –
CHURCHILL DOWNS INC COM 6M 46K –
CISCO SYS INC COM 545K 11K –
CME GROUP INC COM 525K 2K –
COCA COLA CO COM 4M 68K –
COMCAST CORP NEW CL A 634K 15K –
CSX CORP COM 2M 43K –
CUMMINS INC COM 256K 870 –
CVS HEALTH CORP COM 329K 4K –
DARDEN RESTAURANTS INC COM 340K 2K –
DEVON ENERGY CORP NEW COM 465K 9K –
DISNEY WALT CO COM 357K 3K –
DUKE ENERGY CORP NEW COM NEW 631K 7K –
EATON CORP PLC SHS 952K 3K –
ELI LILLY & CO COM 365K 469 –
ENSTAR GROUP LIMITED SHS 280K 900 –
ENTERPRISE PRODS PARTNERS L COM 645K 22K –
EXXON MOBIL CORP COM 3M 22K –
FERGUSON PLC NEW SHS 269K 1K –
FERRARI N V COM 433K 993 –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 268K 2K –
FIRST TR LRGE CP CORE ALPHA COM SHS 1M 15K –
GENERAL ELECTRIC CO COM NEW 747K 4K –
GOLDMAN SACHS GROUP INC COM 474K 1K –
GOLUB CAP BDC INC COM 304K 18K –
HOME DEPOT INC COM 999K 3K –
ICICI BANK LIMITED ADR 207K 8K –
ICON PLC SHS 395K 1K –
INTEL CORP COM 451K 10K –
INTERNATIONAL BUSINESS MACHS COM 312K 2K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 38M 221K –
INVESCO MUNICIPAL TRUST COM 136K 14K –
ISHARES INC CORE MSCI EMKT 4M 80K –
ISHARES TR BROAD USD HIGH 360K 10K –
ISHARES TR CORE US AGGBD ET 508K 5K –
ISHARES TR S&P 500 VAL ETF 592K 3K –
ISHARES TR RUS 1000 VAL ETF 640K 4K –
ISHARES TR SP SMCP600VL ETF 767K 7K –
ISHARES TR 10-20 YR TRS ETF 837K 8K –
ISHARES TR IBOXX HI YD ETF 3M 35K –
ISHARES TR CORE MSCI EAFE 4M 58K –
ISHARES TR CORE S&P MCP ETF 8M 124K –
ISHARES TR CORE S&P SCP ETF 34M 303K –
ISHARES TR CORE S&P500 ETF 41M 77K –
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 479K 8K –
JOHNSON & JOHNSON COM 2M 11K –
JPMORGAN CHASE & CO COM 10M 51K –
LAUDER ESTEE COS INC CL A 274K 2K –
LINDE PLC SHS 215K 463 –
LOWES COS INC COM 408K 2K –
MARATHON PETE CORP COM 2M 9K –
MARKEL GROUP INC COM 849K 558 –
MASCO CORP COM 2M 25K –
MCCORMICK & CO INC COM NON VTG 505K 7K –
MCDONALDS CORP COM 619K 2K –
MEDTRONIC PLC SHS 260K 3K –
MERCADOLIBRE INC COM 230K 152 –
MERCK & CO INC COM 1M 10K –
META PLATFORMS INC CL A 213K 438 –
MICROSOFT CORP COM 9M 21K –
MONDELEZ INTL INC CL A 436K 6K –
MOODYS CORP COM 266K 678 –
MOTOROLA SOLUTIONS INC COM NEW 738K 2K –
NETFLIX INC COM 288K 474 –
NEXTERA ENERGY INC COM 334K 5K –
NIKE INC CL B 681K 7K –
NOVO-NORDISK A S ADR 509K 4K –
NU HLDGS LTD ORD SHS CL A 200K 17K –
NVIDIA CORPORATION COM 2M 2K –
PALO ALTO NETWORKS INC COM 251K 885 –
PEPSICO INC COM 559K 3K –
PFIZER INC COM 317K 11K –
PIMCO ETF TR ENHAN SHRT MA AC 493K 5K –
PIONEER NAT RES CO COM 234K 890 –
PROCTER AND GAMBLE CO COM 3M 18K –
RAYMOND JAMES FINL INC COM 585K 5K –
REAVES UTIL INCOME FD COM SH BEN INT 367K 14K –
ROYCE VALUE TR INC COM 652K 43K –
SALESFORCE INC COM 969K 3K –
SELECT SECTOR SPDR TR TECHNOLOGY 234K 1K –
SELECT SECTOR SPDR TR COMMUNICATION 284K 3K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 372K 3K –
SELECT SECTOR SPDR TR RL EST SEL SEC 2M 41K –
SHERWIN WILLIAMS CO COM 332K 955 –
SPDR S&P 500 ETF TR TR UNIT 1M 2K –
TOPBUILD CORP COM 1M 3K –
UNION PAC CORP COM 1M 6K –
UNITED PARCEL SERVICE INC CL B 2M 13K –
UNITEDHEALTH GROUP INC COM 1M 2K –
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 200K 2K –
VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 358K 3K –
VANGUARD INDEX FDS VALUE ETF 209K 1K –
VANGUARD INDEX FDS SMALL CP ETF 1M 4K –
VANGUARD INDEX FDS MID CAP ETF 1M 5K –
VANGUARD INDEX FDS EXTEND MKT ETF 1M 7K –
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 3K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 356K 9K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 2M 19K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 393K 5K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 619K 7K –
VANGUARD WORLD FD INF TECH ETF 253K 482 –
VERIZON COMMUNICATIONS INC COM 784K 19K –
VISA INC COM CL A 3M 11K –
WALMART INC COM 1M 19K –