News

8.1.2016

Investment News Ranks Atlanta Capital Group

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.

7.29.2016

Financial Advisor Magazine Honors Atlanta Capital Group

For the second straight year, Financial Advisor Magazine, the essential source of market information and strategies for the wealth investment industry, has named Atlanta Capital Group to its 2016 Registered Investment Advisers (RIA) Ranking.

3.21.2016

ACG Appoints Matt Norris Retirement Plan Specialist

Atlanta Capital Group, a private wealth advisory firm serving high-net worth clients through offices across the Southeastern United States, New York and Texas, has hired Matt Norris as a retirement plan specialist. He has been named a Managing Partner. By leveraging ACG’s resources and an expertise in information technology Norris will assist clients with tailored retirement planning solutions.

12.16.2015

Chief Investment Officer Talks Economy with AJC

Greg Silberman, CFA, was asked to participate in a 2016 Economic Forecasting Event hosted by the Atlanta Society of Finance and Investment Professionals. His insights were deemed newsworthy and ran in the AJC.

08.10.2015

Financial Advisor Magazine Names Atlanta Capital Group Top RIA

Financial Advisor Magazine, the essential source of market information and strategies for the wealth investment industry, has named Atlanta Capital Group one of the Top Registered Investment Advisers (RIA) in the country.

07.01.2015

Atlanta Capital Group Earns Place on FT 300

Atlanta Capital Group has been named a Top Registered Investment Adviser (RIA) by The Financial Times, FT.

07.01.2015

Investment News Names Atlanta Capital Group Top RIA

Investment News, the source of essential news and analysis for financial advisers, has ranked Atlanta Capital Group as one of the Top Registered Investment Advisers(RIA) in the country and in the Top 10 in the state of Georgia.

06.15.2015

Financial Times Names ACG Top 401 Adviser

Atlanta Capital Group Managing Partner Kevin Rainwater has been named a Top 401 Retirement Adviser by The Financial Times.

02.03.2015

Investing vs. Saving – Why the 401k Fiduciary Must Emphasize Only One

Managing Partner Kevin Rainwater weighs in.

10.30.2014

The Rise of the Mini-Aggregator

Atlanta Capital Group interviewed about its acquisition model.

09.22.2014

When Commissions Serve Clients Best

Founding Principal Partner discusses trends in commissions.

09.10.2014

Alternative Investments Hitting the MainStream

Chief Investment Officer talks alternative investments in Financial Quarterly.

08.12.2014

Safe go-anywhere funds starting to mirror volatile asset classes

Chief investment officer discusses ‘unconstrained’ products with Investment News.

07.25.2014

Successful alt strategies could give Pimco a needed boost

Investment News talks to Greg Silberman with Atlanta Capital Group about one of the largest active global fixed income investment managers in the world.

07.21.2014

Atlanta Capital Group names Silberman CIO

Banking and finance reporter breaks news of Atlanta Capital Group’s move to hire a new Chief Investment Officer.

06.04.2014

Durham-Based Tri Pillar Investments Acquired by Atlanta Firm

ACG makes its 13th acquisition, establishing a foothold in the Research Triangle of North Carolina.

06.02.2014

Atlanta Business Chronicle Names ACG Among Fastest Growing Companies

ACG honored as one of the fastest growing companies in the metro Atlanta region at Atlanta Business Chronicle’s annual Pacesetters event.

04.02.2014

Mark Bedner Joins Atlanta Capital Group

Mark Bedner, a seasoned financial industry veteran and founder of The Merchant Bank, becomes regional managing director for ACG’s southeastern coastal markets.

03.16.2014

Advisors Confront Shrinking Fortunes

Investment News taps Principal Managing Partner David Millican to discuss changes in the wealth advisory industry.

01.18.2014

Schorsch shows he’s a major player in the independent broker-dealer industry

Principal Managing Partner and Founder Jeff Shaver discusses major acquisition with Investment News.

12.06.2013

Nelson Mandela’s legacy is a lesson for U.S.

David Crook, global economist for Atlanta Capital Group, was born and raised in South Africa. He shared his first-hand experiences with Madiba with the Atlanta Business Chronicle.

09.12.2013

Atlanta Cap­i­tal Rolls Up Small Fam­ily Office Firms

Atlanta Cap­i­tal Group announced Wednes­day that it had sur­passed $1 bil­lion in assets under advise­ment with the merger of neigh­bor­ing PFM Cap­i­tal Hold­ings, a pri­vate fam­ily office based in the Peach State. This is the eleventh such deal for Atlanta Cap­i­tal, whose East Coast pres­ence stretches from Mass­a­chu­setts to Georgia.

07.31.2013

Atlanta Capital Group Adds Two Team Members

Atlanta Capital Group has added wealth management consultant and retirement plan specialist Alex Reffett and retirement services team member Amber Smiley to its Buckhead office.

05.10.2013

Acquiring Minds: Buying a business should add value to firm, not just expand its size

Atlanta Capital Group has purchased two companies during the past year. David Millican, principal of the firm, said one of the first things to do is to evaluate the value of the company you are looking at buying, both what the market believes and what it’s worth to your business.

05.02.2013

M&A Among RIAs Drop

Atlanta Capital Group’s January acquisition of Optimum Growth Advisors was one of a few deals in early 2013, which has seen a decline in M&A activity year to year.

04.13.2013

Currency Hedges Boost ETFs

More U.S. investors are turning to exchange-traded funds built to hedge currency swings. Atlanta Capital Group, a private wealth manager that oversees $950 million, bought into the db X-trackers MSCI EAFE Hedged Equity ETF late last year.

04.10.2013

Emerging RIA: Atlanta Capital Group

Ten years ago, three top advisors from Morgan Keegan broke away to launch their own firm and have been on an acquisition tear ever since.

02.17.2013

Atlanta Capital Group Celebrates 10 Years

Atlanta Capital Group celebrated it’s first decade in business with a reception at the St. Regis Hotel Sept. 20. Founding partners Jody Young, David Millican and Jeffrey Shaver started the hybrid wealth advisory firm in 2002 by combining the best aspects of financial advising with the ability to trade and move assets.

2.17.2013

Leaving Lockheed: Employees facing retirement talk strategy

Leaving Lockheed:Employees facing retirement talk strategy.

09.21.2012

Atlanta Capital Group Named Top Money Manager

Each year, Atlanta Business Chronicle publishes the Top 25 Money Managers in metro Atlanta. Atlanta Capital Group made the cut.

08.17.2012

Retirement plan contributions can be tax tool

Atlanta Capital Group Managing Partner Kevin Rainwater advises corporations on how to reduce tax liabilities through retirement planning.

06.08.2012

Heading to Washington

Atlanta Capital Group managing partner David Millican told members of the U.S. Senate and House of Representatives the effects of the Dodd-Frank Act and proposed changes to the Employee Retirement Income Security Act would reach all his clients. “The ground is shifting beneath our feet in terms of new regulations related to financial services,” Millican said.

05.21.2012

Financial Experts: Outlook Hazy for 2012

Atlanta Capital Group principals say uncertainty in Europe and overvalued commodities are clouding the financial picture for the coming year.

12.02.2011

Atlanta Capital Group Continues to Expand

Atlanta Capital Group continues to expand with the planned opening of its third office in Birmingham, Ala. The expansion will be the firm’s second this year following the opening of a new office in St. Simons, Ga., this past June.

11.29.2011

Atlanta Capital Group to Open Office in Alabama

Atlanta Capital Group, an independent wealth adviser, said it will open an office this year in Birmingham. The Birmingham office will be the Atlanta-based firm’s third, after a second location that opened this year in St. Simons, Ga. the firm was founded in 2002 by principals David Millican, Jeff Shaver and Jody Young.

11.11.2011

Georgia Public Companies Have Strong Quarter

Atlanta’s biggest public companies had a seemingly successful third quarter, but the markets are still fretting over the European debt crisis. A driving problem is the entanglement of U.S. equity markets and the many crises shaking the Eurozone, said Jody Young, senior managing partner at Atlanta Capital Group, which manages $700 million. “Our markets are tracking what the European markets are doing,” he said.

10.02.2011

Up Close with Jeff Shaver, Co-Founder, Principal, Managing Partner of Atlanta Capital Group

In an economy with as many undulations as the current one, it’s also about managing emotions and expectations, said Jeff Shaver, co-founder, principal and managing partner of Atlanta Capital Group. Atlanta Capital helps manage the finances of clients ranging from endowments to people with high net worth.

09.16.2011

Growth Through Acquisition

Atlanta Capital Group acquired a $75 million brokerage practice on St. Simon’s Island, growing the investment firm to $650 million in assets under advisement.

08.09.2011

Timing the Market Works for Some Pros but is Risky for Average Joe

Atlanta Capital Group moves preserved their clients’ wealth in advance of the market carnage. The moves speak to a larger change in the mindset of the traditional wait-it-out school of investing.

08.08.2011

How Some Investors Dodged the Storm

With the market losing more than 500 points in one day SmartMoney puts the spotlight on Atlanta Capital Group and Founding Partner Jody Young and other smart brokers who moved their clients’ assets out of harms way.

08.07.2011

World Reacts to U.S. Credit Woes

Founding Managing Partner David Millican talks about the effect of Standard & Poor’s downgrading the United States’ credit rating.

08.01.2009

Atlanta Capital Group named Top 100 by Registered Rep

Registered Rep. magazine ranks advisors by assets under management. Atlanta Capital Group was No. 39 in the nation.