Clients
Atlanta Consulting Group Advisors serves 364 clients, 50 of them high-net-worth individuals. The average client has about $40 million with the firm, and high-net-worth clients hold 20% of its $14.7 billion in assets.
- Individuals227 clients2%
- High-net-worth individuals50 clients20%
- Pension and profit-sharing plans20 clients27%
- Charitable organizations53 clients31%
- Insurance companies0 clients3%
- OtherCorporations and other businesses, State or municipal government entities16%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 227 | $302,271,547 | 2.1% | $1.33M |
| High-net-worth individuals | 50 | $3,001,028,846 | 20.4% | $60.0M |
| Pension and profit-sharing plans | 20 | $3,957,844,679 | 26.9% | $197.9M |
| Charitable organizations | 53 | $4,623,729,805 | 31.5% | $87.2M |
| State or municipal government entities | 0 | $8,324,870 | 0.1% | — |
| Insurance companies | 0 | $401,099,642 | 2.7% | — |
| Corporations and other businesses | 14 | $2,404,139,633 | 16.4% | $171.7M |
| Total | 364 | $14,698,439,022 | 100% | $40.4M |
- Clients
- 227
- Regulatory AUM
- $302,271,547
- Share
- 2.1%
- Avg. per client
- $1.33M
- Clients
- 50
- Regulatory AUM
- $3,001,028,846
- Share
- 20.4%
- Avg. per client
- $60.0M
- Clients
- 20
- Regulatory AUM
- $3,957,844,679
- Share
- 26.9%
- Avg. per client
- $197.9M
- Clients
- 53
- Regulatory AUM
- $4,623,729,805
- Share
- 31.5%
- Avg. per client
- $87.2M
- Clients
- 0
- Regulatory AUM
- $8,324,870
- Share
- 0.1%
- Avg. per client
- —
- Clients
- 0
- Regulatory AUM
- $401,099,642
- Share
- 2.7%
- Avg. per client
- —
- Clients
- 14
- Regulatory AUM
- $2,404,139,633
- Share
- 16.4%
- Avg. per client
- $171.7M
Total
- Clients
- 364
- Regulatory AUM
- $14,698,439,022
- Share
- 100%
- Avg. per client
- $40.4M
What it does
Atlanta Consulting Group Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers. It is paid through a percentage of assets, fixed fees and commissions.
Atlanta Consulting Group Advisors provided financial planning to 11–25 clients last fiscal year and advises no private funds.
14.9% of assets ($2.19B across 1,009 accounts) are managed with discretion; $12.51B across 718 accounts are not. 4% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks12%
- Exchange-traded equities11%
- Non-exchange-traded equities1%
- Funds78%
- Registered funds54%
- Pooled vehicles24%
- Bonds7%
- State and local bonds3%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash3%
Custodians
Atlanta Consulting Group Advisors’ client accounts are held mainly at Raymond James, with 22% of managed assets, and US Bancorp, with 12%. Atlanta Consulting Group Advisors has custody of $738.1M for 36 clients.
- Raymond JamesRaymond James & Associates, Inc. · ST. Petersburg, FL · $3.29B22%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.17B8%
- US BancorpUS Bancorp · Wilmington, DE · $1.80B12%
- All other custodians$8.45B57%
Ownership and leadership
- Owns 10% to 25% of Atlanta Consulting Group Advisors, LLC
Matthew Bauder
Control person · since December 2020
- Owns 10% to 25% of Atlanta Consulting Group Advisors, LLC
Kurt Hennek
Control person · since December 2020
- Owns 10% to 25% of Atlanta Consulting Group Advisors, LLC
Robert Brewer
Control person · since October 2024
- Owns 5% to 10% of Atlanta Consulting Group Advisors, LLC
Roderick Hennek
Control person · since October 2017
- Owns 5% to 10% of Atlanta Consulting Group Advisors, LLC
Michael Malloy
Control person · since October 2017
- Owns 5% to 10% of Atlanta Consulting Group Advisors, LLC
Gary Schafer
Control person · since December 2020
- Owns 5% to 10% of Atlanta Consulting Group Advisors, LLC
Michael Butkus
Control person · since January 2022
Leadership
- Mary JohnstonChief Compliance Officer
- James AndersonPartner
- Roderick HennekPartner
- Matthew BauderManaging Member
- Michael MalloyPartner
- Kurt HennekManaging
- Gary SchaferManaging Member
- Michael ButkusPartner
- Robert BrewerPartner
Staff
- 23 employees
- 10 in advisory functions
- 8 state-registered reps
- 15 broker-dealer reps
- 2 insurance agents
- 3 soliciting firms
Reported holdings
Atlanta Consulting Group Advisors’ reported 13F holdings total $630.8M across 185 positions, and the ten largest make up 56.4% of it.
- $630.8M
- Reported 13F value
- 185
- Positions
- 56.4%
- In the 10 largest
- +35.6%
- Value vs. prior quarter
- iShares TR · Core S&P Scp ETF11.6%
- iShares TR · Core S&P500 ETF10.2%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt7.4%
- Vanguard Index Fds · S&P 500 ETF Shs5.8%
- iShares TR · Core S&P Mcp ETF5.6%
- Alliance Resource Partners L · UT Ltd Part4.5%
- iShares Inc. · Core MSCI Emkt3.7%
- 2023 ETF Series Trust · Eagl Cap Sel ETF2.9%
- American Centy ETF TR · US Sml CP Valu2.4%
- JPMORGAN Chase & CO2.4%
Together, the ten largest are 56.4% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $630.8M is not its $14.70B in regulatory assets and does not represent any individual client's portfolio.
Fees
Atlanta Consulting Group Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees) and commissions.
Atlanta Consulting Group Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Atlanta Consulting Group Advisors has 11 offices (10 private residences, listed without an address), with 2 listed addresses across 2 states.
Georgia · 1 listed address
- 5600 Glenridge Drive Ne, Suite 230 - East, AtlantaHQ
Kentucky · 1 listed address
- 450 Old Vine Street, Lexington
Other business names
Atlanta Consulting Group Advisors has reported 5 other business names to the SEC.
- Acg
- Atlanta Consulting Group
- Brewer Private Wealth
- Brewer Private Wealth of Acg
- Brewer Private Wealth of Atlanta Consulting Group
Registration details
- Legal name
- Atlanta Consulting Group Advisors, LLC
- Headquarters
- 5600 Glenridge Drive Ne, Suite 230 - East, Atlanta, GA 30342
- Phone
- 888-317-2810
- Website
- Not reported
- SEC file
- 801-112054
- Structure
- Georgia 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 Consulting Group Advisors have?
Atlanta Consulting Group Advisors has 364 clients and manages $14.7 billion for them, as of April 2026. They include 227 other individuals, 53 charitable organizations and 50 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026
What services does Atlanta Consulting Group Advisors offer?
Atlanta Consulting Group Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Atlanta Consulting Group Advisors use?
Atlanta Consulting Group Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (ST. Petersburg, FL), with $3,285,904,967, US Bancorp (Wilmington, DE), with $1,796,544,920 and Charles Schwab & Co., Inc. (Westlake, TX), with $1,166,449,847. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 April 2026
How many financial advisors does Atlanta Consulting Group Advisors have?
Atlanta Consulting Group Advisors has 8 investment adviser representatives registered with state securities authorities, out of 23 employees, and 10 perform investment advisory functions. 15 are registered representatives of a broker-dealer and 2 are 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 Consulting Group Advisors invest in?
At the end of its last fiscal year, Atlanta Consulting Group Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 24% pooled vehicles (private funds and similar), 11% exchange-traded equities, 3% state and local bonds, 3% cash and equivalents, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% non-exchange-traded equities. 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 Consulting Group Advisors?
Atlanta Consulting Group Advisors’ direct owners are Roderick Hennek, Matthew Bauder, Michael Malloy, Kurt Hennek, Gary Schafer, Michael Butkus and Robert Brewer, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 April 2026
How does Atlanta Consulting Group Advisors get paid?
Atlanta Consulting Group Advisors is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file