Atlanta Consulting Group Advisors, Llc
- Regulatory AUM
- $14.7B
- Discretionary
- $2.2B
- Clients
- 364
- Avg AUM / client
- $40.4M
- Accounts
- 1,727
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Asset allocation (SMA assets by investment type)
as of Apr 27, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 227 | $302M | 2.06% |
| High net worth individuals | 50 | $3.0B | 20.4% |
| Pension and profit sharing plans | 20 | $4.0B | 26.9% |
| Charitable organizations | 53 | $4.6B | 31.5% |
| State or municipal government entities | 0 | $8.3M | 0.06% |
| Insurance companies | 0 | $401M | 2.73% |
| Corporations and other businesses | 14 | $2.4B | 16.4% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Wichita Foundation EIN 481022361 | Wichita, KS | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The American Kennel Club 401(k) Tax Deferred Savings Plan American Kennel Club | 2024 | |
| Employees' Retirement Plan Of American Kennel Club American Kennel Club | 2024 | |
| Ibew Local 968 Pension Fund The Board Of Trustees Of The Ibew Local 968 Pension Fund | 2024 | |
| Oakbridge Insurance Agency, Llc Employee Savings Plan Oakbridge Insurance Agency, Llc | 2024 | |
| Yanmar Group 401(k) Savings Plan Yanmar America Corporation | 2024 | |
| Bluegrass Hospitality Group 401 K Plan Malones Holding Llc | 2024 | |
| Ibew Local 575 Pension Fund Joint Board Of Trustees Of Ibew Local 575 Pension Fund | 2024 | |
| Ibew Local #972 Pension Plan And Trust Joint Board Of Trustees Of The Ibew Local 972 Pension Fund | 2024 | |
| National Vision, Inc. 401(k) Retirement Savings Plan National Vision, Inc. | 2024 | |
| Hillyard Revised Retirement Plan Hillyard Industries | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hennek, Roderick, Eugene | Partner | Oct 2017 (9y) | 5% – 10% | |
| Michael Frank Malloy | Partner | CFA | Oct 2017 (9y) | 5% – 10% |
| Matthew Christian Bauder | Managing Member | CFA | Jan 2018 (9y) | 10% – 25% |
| Kurt Roderick Hennek | Managing Member | Jan 2018 (9y) | 10% – 25% | |
| Schafer, Gary, Ray | Managing Member | Dec 2020 (6y) | 5% – 10% | |
| Anderson, James, Kurt | Partner | Jan 2022 (5y) | Less than 5% | |
| Michael John Butkus | Partner | Jan 2022 (5y) | 5% – 10% | |
| Robert A. Brewer | Partner | Jul 2023 (3y) | 10% – 25% | |
| Johnston, Mary, Catherine | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Megan Paige Reynolds | Registered representative | CFP | Aug 2023 (3y) | |
| Keely Lynne Rock | Registered representative | Chartered Financial Consultant | Jul 2025 (1y) | |
| William Cabot Potter Haggin | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The American Kennel Club 401(k) Tax Deferred Savings Plan | American Kennel Club | 513 | $73.2M | 01/01/2024 |
| Employees' Retirement Plan Of American Kennel Club | American Kennel Club | 108 | $61.7M | 01/01/2024 |
| Ibew Local 968 Pension Fund | The Board Of Trustees Of The Ibew Local 968 Pension Fund | 355 | $73.2M | 01/01/2024 |
| Oakbridge Insurance Agency, Llc Employee Savings Plan | Oakbridge Insurance Agency, Llc | 536 | $24.9M | 01/01/2024 |
| Yanmar Group 401(k) Savings Plan | Yanmar America Corporation | 984 | $73.2M | 01/01/2024 |
| Bluegrass Hospitality Group 401 K Plan | Malones Holding Llc | 961 | $13.1M | 01/01/2024 |
| Ibew Local 575 Pension Fund | Joint Board Of Trustees Of Ibew Local 575 Pension Fund | 893 | $112M | 01/01/2024 |
| Ibew Local #972 Pension Plan And Trust | Joint Board Of Trustees Of The Ibew Local 972 Pension Fund | 597 | $89.8M | 01/01/2024 |
| National Vision, Inc. 401(k) Retirement Savings Plan | National Vision, Inc. | 12,384 | $235M | 01/01/2024 |
| Hillyard Revised Retirement Plan | Hillyard Industries | 101 | $54.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Wichita Foundation | Public charity | $106M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $3.3B (22% of AUM) Apr 2026
- Us Bancorp $1.8B (12% of AUM) Apr 2026
- Charles Schwab & Co. $1.2B (8% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗