Clients
Atlanta Capital Management serves 9,277 clients, 9,158 of them other clients. The average client has about $3.1 million with the firm, and high-net-worth clients hold 1% of its $28.6 billion in assets.
- Investment companies5 clients62%
- Pooled investment vehicles1 clients4%
- Pension and profit-sharing plans32 clients7%
- State or municipal government entities42 clients12%
- Other9,158 clients12%
- OtherHigh-net-worth individuals, Charitable organizations, Other investment advisers, Insurance companies, Corporations and other businesses3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 22 | $289,906,173 | 1.0% | $13.2M |
| Investment companies | 5 | $17,633,854,725 | 61.6% | $3.53B |
| Pooled investment vehicles | 1 | $1,100,197,912 | 3.8% | $1.10B |
| Pension and profit-sharing plans | 32 | $2,138,744,393 | 7.5% | $66.8M |
| Charitable organizations | 8 | $218,696,633 | 0.8% | $27.3M |
| State or municipal government entities | 42 | $3,504,361,217 | 12.2% | $83.4M |
| Other investment advisers | 1 | $16,676,422 | 0.1% | $16.7M |
| Insurance companies | 1 | $10,953,300 | 0.0% | $11.0M |
| Corporations and other businesses | 7 | $384,967,112 | 1.3% | $55.0M |
| Other | 9,158 | $3,346,140,768 | 11.7% | $365K |
| Total | 9,277 | $28,644,498,655 | 100% | $3.09M |
- Clients
- 22
- Regulatory AUM
- $289,906,173
- Share
- 1.0%
- Avg. per client
- $13.2M
- Clients
- 5
- Regulatory AUM
- $17,633,854,725
- Share
- 61.6%
- Avg. per client
- $3.53B
- Clients
- 1
- Regulatory AUM
- $1,100,197,912
- Share
- 3.8%
- Avg. per client
- $1.10B
- Clients
- 32
- Regulatory AUM
- $2,138,744,393
- Share
- 7.5%
- Avg. per client
- $66.8M
- Clients
- 8
- Regulatory AUM
- $218,696,633
- Share
- 0.8%
- Avg. per client
- $27.3M
- Clients
- 42
- Regulatory AUM
- $3,504,361,217
- Share
- 12.2%
- Avg. per client
- $83.4M
- Clients
- 1
- Regulatory AUM
- $16,676,422
- Share
- 0.1%
- Avg. per client
- $16.7M
- Clients
- 1
- Regulatory AUM
- $10,953,300
- Share
- 0.0%
- Avg. per client
- $11.0M
- Clients
- 7
- Regulatory AUM
- $384,967,112
- Share
- 1.3%
- Avg. per client
- $55.0M
- Clients
- 9,158
- Regulatory AUM
- $3,346,140,768
- Share
- 11.7%
- Avg. per client
- $365K
Total
- Clients
- 9,277
- Regulatory AUM
- $28,644,498,655
- Share
- 100%
- Avg. per client
- $3.09M
What it does
Atlanta Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Atlanta Capital Management advises no private funds.
100.0% of assets ($28.64B across 9,277 accounts) are managed with discretion. $1.73B sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 18 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- Exchange-traded equity securities
- 87%
- U.S. government/agency bonds
- 6%
- Cash and cash equivalents
- 4%
- Other (Asset Backed Securities)
- 4%
Custodians
Atlanta Capital Management’s client accounts are held mainly at Bank of New York Mellon, with 5% of managed assets, and The Northern Trust, with 3%. Atlanta Capital Management has custody of client assets.
- Bank of New York MellonBank of New York Mellon · New York, NY · $1.35B5%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $841.5M3%
- State Street Bank & TrustState Street Bank & Trust Company · Boston, MA · $721.7M3%
- All other custodians$25.73B90%
Ownership and leadership
Morgan Stanley Capital Management, LLC owns 75% or more of Atlanta Capital Management.
- Owns 75% or more of Atlanta Capital Management Company, L.L.C.
Morgan Stanley Capital Management, LLC
Control person · since November 2024
- Owns 75% or more of Morgan Stanley Capital Management, LLC
Morgan Stanley
Control person · since October 2002
Leadership
- Ray WilliamsPresident & Chief Operating Officer
- Eugene MergesChief Compliance Officer
Staff
- 35 employees
- 14 in advisory functions
- 1 soliciting firm
Fees
Atlanta Capital Management is paid through a percentage of assets under management and performance-based fees.
Atlanta Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Atlanta Capital Management has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 1075 Peachtree Street Ne, Suite 2100, AtlantaHQ
Registration details
- Legal name
- Atlanta Capital Management Company, L.L.C.
- Headquarters
- 1075 Peachtree Street Ne, Suite 2100, Atlanta, GA 30309-3912
- Phone
- 404-876-9411
- Website
- Not reported
- SEC file
- 801-60673
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Atlanta Capital Management have?
Atlanta Capital Management has 9,277 clients and manages $28.6 billion for them, as of March 2026. They include 9,158 other clients, 42 state or municipal government entities and 32 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Atlanta Capital Management offer?
Atlanta Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Atlanta Capital Management use?
Atlanta Capital Management’s separately managed account assets are held at Bank of New York Mellon (New York, NY), with $1,351,429,892, The Northern Trust Company (Chicago, IL), with $841,468,358 and State Street Bank & Trust Company (Boston, MA), with $721,741,704. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Atlanta Capital Management have?
Atlanta Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 35 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Atlanta Capital Management invest in?
At the end of its last fiscal year, Atlanta Capital Management’s separately managed accounts held 87% exchange-traded equities, 6% U.S. government and agency bonds, 4% cash and equivalents and 4% asset backed securities. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Atlanta Capital Management?
Atlanta Capital Management is owned through a holding company by Morgan Stanley. Its direct owner is Morgan Stanley Capital Management, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Atlanta Capital Management get paid?
Atlanta Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file