Atlanta (August 1, 2016) – Investment News, the source of essential news and analysis for financial advisers, has ranked Atlanta Capital Group among the 10 largest in the state of Georgia in terms of assets under management.
Atlanta Capital Group is a private wealth advisory firm serving high-net worth clients through offices in Atlanta, New York, Houston, Research Triangle and St. Simons. The firm surpassed $1.7 billion in assets under management in 2016. Under the leadership of Founding Principal Partners David Millican (above, left), Jody Young and Jeff Shaver the firm has grown organically by focusing on clients while seeking select opportunities to enter new markets and expand its platform.
InvestmentNews uses data reported to the Securities and Exchange Commission to compile its rankings of qualified firms headquartered in the United States with at least $100 million in assets under management. The list is based on assets under management.
Atlanta Capital Group brings a combination of personalized investment and strategic, comprehensive financial planning to wealth management. The Atlanta-based independent firm has more than $1.7 billion in assets under management with offices in Atlanta, Ga., Houston, St. Simons, Ga., Research Triangle, N.C. and New York. Securities are offered through Triad Advisors, Inc. For more information visit www.atlantacapitalgroup.com.