DECATUR CAPITAL MANAGEMENT, INC.
Adviser information for DECATUR CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 8th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 42 | $177.8M |
Non-Discretionary | 0 | $0 |
Total | 42 | $177.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 3 | $219,725 |
HNW Individuals | 14 | $5.5M |
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 | 0 | $0 |
Charitable organizations | <5 | $3.0M |
State or municipal gov entities | 5 | $152.4M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $16.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
160 CLAIREMONT AVENUESUITE 200
DECATUR
GA
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 404-270-9838, Fax: 404-270-9840
Chief Compliance Officer
RALPH J. BRYANT, CPA
CCO/CFO
160 CLAIREMONT AVENUE
SUITE 200
DECATUR
GA
United States
Tel:
(404) 270-9838
Fax:
(404) 270-9840
R*****@*****************M
(Full email address available in API data)
Regulatory Contact
DEGAS A. WRIGHT, CFA
CEO
160 CLAIREMONT AVENUE
SUITE 200
DECATUR
GA
United States
Tel:
(404) 270-9838
Fax:
(404) 270-9840
D*****@*****************M
(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 |
---|---|---|---|---|---|
WRIGHT, DEGAS, A | Individual | – | CHIEF EXECUTIVE OFFICER | 06/1998 | 50-75% |
BRYANT, RALPH, JOHNSON | Individual | – | CFO/CCO | 06/1999 | 25-50% |
CRENSHAW, ELIZABETH, Y | Individual | – | CHIEF OPERATING OFFICER | 04/2013 | 5-10% |
LISSOW, ROSANNE, SARAH | Individual | – | DIRECTOR | 07/2014 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
Accenture PLC | ADR | 2M | 7K | – |
Banco Santander SA ADS | ADR | 86K | 19K | – |
Intercontinental Hotels Group | ADR | 207K | 2K | – |
Lloyd's Bank Group | ADR | 118K | 43K | – |
Novo-Nordisk A/S | ADR | 239K | 2K | – |
Telefonica SA | ADR | 70K | 17K | – |
Adobe Inc. | COM | 3M | 6K | – |
Advanced Micro Devices | COM | 251K | 2K | – |
Alphabet Inc Class A | COM | 15M | 83K | – |
Amazon.com Inc. | COM | 12M | 62K | – |
Amphenol Corp. | COM | 2M | 35K | – |
Apple Inc. | COM | 24M | 115K | – |
Automatic Data Processing Inc. | COM | 3M | 12K | – |
Booking Holdings Inc. | COM | 4M | 1K | – |
Broadcom Limited | COM | 5M | 3K | – |
CDW Corporation | COM | 2M | 9K | – |
CSX Corporation | COM | 1M | 41K | – |
Cadence Design Systems, Inc. | COM | 4M | 13K | – |
Copart, Inc (DE) | COM | 2M | 36K | – |
Costco Wholesale Corp | COM | 3M | 4K | – |
EOG Resources Inc | COM | 1M | 12K | – |
Eli Lilly & Co. | COM | 7M | 8K | – |
Fortinet, Inc | COM | 2M | 30K | – |
Home Depot Inc. | COM | 3M | 9K | – |
Illinois Tool Works Inc. | COM | 1M | 6K | – |
Intuit Inc. | COM | 3M | 5K | – |
KLA Corporation | COM | 6M | 7K | – |
Lockheed Martin Corp. | COM | 2M | 4K | – |
Manhattan Associates, Inc. | COM | 4M | 15K | – |
Mastercard Inc. | COM | 5M | 12K | – |
Meta Platforms, Inc. | COM | 10M | 20K | – |
Mettler-Toledo Intl | COM | 2M | 1K | – |
Microsoft Corporation | COM | 20M | 46K | – |
Morgan Stanley | COM | 2M | 16K | – |
NVIDIA Corp | COM | 24M | 195K | – |
NVR Inc | COM | 2M | 288 | – |
Netflix Inc | COM | 3M | 5K | – |
Nucor Corporation | COM | 824K | 5K | – |
Regeneron Pharmaceuticals | COM | 3M | 3K | – |
S&P Global Inc. | COM | 2M | 4K | – |
Texas Instruments,Inc. | COM | 2M | 11K | – |
Thermo Fisher Scientific, Inc. | COM | 2M | 4K | – |
UnitedHealth Group, Inc. | COM | 4M | 7K | – |
Veeva Systems Inc. | COM | 1M | 6K | – |
Vertex Pharmaceuticals | COM | 4M | 9K | – |
Vulcan Materials Co | COM | 3M | 11K | – |
CubeSmart | REIT | 1M | 30K | – |
SPDR S&P 500 | REIT | 381K | 700 | – |