{"url":"https://nivawealth.com/firms/atlanta-capital-management-116719","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/116719","regulatoryAum":28644498655,"crd":"116719","secFileNumber":"801-60673","legalName":"Atlanta Capital Management Company, L.L.C.","displayName":"Atlanta Capital Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/atlanta-capital-management/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1075 Peachtree Street Ne, Suite 2100","city":"Atlanta","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30309-3912"},"tradeNames":[],"registration":{"secApproved":"30 September 2001","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":35,"advisory":14,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":28644498655,"discretionaryAccounts":9277,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":1729214365,"nonUsClientsPct":0,"nonAumClients":18},"clientTypes":[{"label":"High-net-worth individuals","clients":22,"regulatoryAum":289906173},{"label":"Investment companies","clients":5,"regulatoryAum":17633854725},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":1100197912},{"label":"Pension and profit-sharing plans","clients":32,"regulatoryAum":2138744393},{"label":"Charitable organizations","clients":8,"regulatoryAum":218696633},{"label":"State or municipal government entities","clients":42,"regulatoryAum":3504361217},{"label":"Other investment advisers","clients":1,"regulatoryAum":16676422},{"label":"Insurance companies","clients":1,"regulatoryAum":10953300},{"label":"Corporations and other businesses","clients":7,"regulatoryAum":384967112},{"label":"Other","clients":9158,"regulatoryAum":3346140768}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Bank of New York Mellon","shortName":"Bank of New York Mellon","location":"New York, NY","smaAssets":1351429892},{"name":"The Northern Trust Company","shortName":"The Northern Trust","location":"Chicago, IL","smaAssets":841468358},{"name":"State Street Bank & Trust Company","shortName":"State Street Bank & Trust","location":"Boston, MA","smaAssets":721741704}],"custodyNote":"Atlanta Capital Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ray Williams","title":"President & Chief Operating Officer","crd":"4754116"},{"name":"Eugene Merges","title":"Chief Compliance Officer","crd":"2793504"}],"ownership":[{"label":"Morgan Stanley Capital Management, LLC","detail":"Sole member in the 75% or more ownership band and a control person, since November 2024."},{"label":"Morgan Stanley","detail":"Indirect owner: a member of Morgan Stanley Capital Management, LLC in the 75% or more band and a control person, since October 2002.","parent":"Morgan Stanley Capital Management, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"1075 Peachtree Street Ne, Suite 2100","city":"Atlanta","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"404-876-9411","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":87},{"label":"U.S. government/agency bonds","percent":6},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":4,"detail":"Asset Backed Securities"}],"privateFunds":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/116719/PDF/116719.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Atlanta Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Atlanta Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Atlanta Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Atlanta Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Atlanta Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Atlanta Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Atlanta Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}