Atlanta Capital is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $25,734,837,139 of assets under management and employs about 37 people. Atlanta Capital uses a fee structure of a percentage of assets under your management and performance-based fees.

Angel Oak Capital Advisors, LLC is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $12,113,374,566 of assets under management and employs about 82 people. Angel Oak Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

HB Wealth Management, LLC, also known as Homrich Berg, is a Registered Investment Adviser based in Atlanta, GA. The firm succeeded the business of Homrich & Berg Inc., which was founded in 1989. Homrich & Berg Inc. sold a minority stake to NMSEF I Holdings V, L.P., an affiliate of New Mountain Capital, in September 2021. The firm primarily provides wealth management services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. HB's investment management services involve reviewing client portfolios, providing specific investment advice based on client objectives, and offering consolidated quarterly investment reports. The firm considers client goals, risk tolerance, and market outlook when directing assets to investments. Clients may impose restrictions on investing in certain securities. HB primarily uses custodians such as Charles Schwab & Co., Fidelity Investments, and Bank of New York Mellon "Pershing" for client transactions. The firm offers financial planning services, including cash flow planning, tax planning, retirement planning, estate planning, and investment planning. HB's fee structure for wealth management services is based on the value of assets under management, with a minimum annual fee of $12,500. The firm does not charge performance-based fees and acts as a fiduciary under ERISA and the IRC. HB has discretionary and non-discretionary asset management services, with a total RAUM of $18,591,404,091 as of 12/31/2024. The firm engages in cross transactions, principal transactions under specific circumstances, and has implied custody in certain situations. HB does not vote client securities proxies and has no financial conditions impairing its ability to meet commitments. The firm engages in legal proceedings monitoring for securities claims class action litigation on behalf of clients through a third-party service provider.

Cortland Investment Management, LLC is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $5,959,125,031 of assets under management and employs about 117 people. Cortland Investment Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.

Advisory Services Network, LLC (ASN) is an investment adviser firm based in Atlanta, Georgia, established in 2009 by Thomas C. Prescott and David E. Paulukaitis. ASN offers investment advisory services through a network of independent Investment Adviser Representatives (IARs) under the SEC registration. The firm sponsors a Wrap Fee Program providing individualized portfolio management, asset allocation, monitoring, and reporting. Clients pay a single fee covering management fees, transaction costs, and administrative expenses. Portfolios may include various investments like mutual funds, ETFs, stocks, bonds, and alternative investments. Clients can have discretionary or non-discretionary control over their accounts. ASN's fees are calculated as an annual percentage of the market value of assets, billed quarterly in advance. The fee structure can be tiered or floating flat rate. The firm manages approximately $8.5 billion in client assets on a discretionary basis. ASN does not charge performance-based fees. Investment strategies include fundamental and technical analysis, asset allocation, and long-term and short-term purchases. Clients are encouraged to communicate changes in financial circumstances to their IARs. The firm has a Code of Ethics to ensure fair and full disclosure and act in clients' best interests. ASN may compensate promoters for client referrals and receives benefits from custodians like Fidelity, Schwab, and Pershing. The firm has no financial commitments impairing its ability to meet obligations. No bankruptcy proceedings have involved ASN.

Signaturefd, LLC is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $5,570,102,904 of assets under management and employs about 99 people. Signaturefd, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Edge Capital Group, LLC, based in Atlanta, Georgia, is an SEC-registered investment adviser and a subsidiary of Focus Financial Partners, LLC. The firm, established in 2006, offers personalized wealth management services, outsourced CIO services, family office services, and investment management services to various clients, including high net-worth individuals and families. Edge provides comprehensive wealth management, outsourced CIO services, wealth strategy, and family office services, tailored to individual client needs. The firm manages private investment funds, discretionary investment management accounts, and ultra-short fixed income portfolios. Clients typically have an initial account value of at least $5,000,000. Edge's fee structure is asset-based, varying from 0.20% to 1.00% depending on the asset size and service type. The firm may receive benefits from Pershing and Schwab for managing client assets. Edge has a Code of Ethics to ensure ethical conduct and manages potential conflicts of interest related to personal securities transactions and client referrals. Clients' accounts are reviewed quarterly, and Edge does not typically vote proxies for clients. The firm has no financial conditions that may impact client commitments.

Gmt Capital Corp. is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $4,871,027,458 of assets under management and employs about 19 people. Gmt Capital Corp. uses a fee structure of a percentage of assets under your management and performance-based fees.

Balentine LLC, established in 2009 and operational since January 4, 2010, is a majority employee-owned wealth management firm based in Atlanta, GA, and Raleigh, N.C. The firm offers tailored wealth management solutions for individuals, families, institutions, and entrepreneurs, focusing on fiduciary counsel to protect and grow clients' wealth. Balentine provides discretionary and non-discretionary advisory services, including wealth management, financial planning, investment management, sub-advisory services, family office services, and global tactical asset allocation. The firm's investment strategies combine active and passive solutions, utilizing third-party money managers, ETFs, and mutual funds. Balentine charges fees based on a percentage of assets under management, with a tiered fee schedule. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Balentine has no disciplinary events to disclose and does not engage in principal transactions. The firm has custody of client assets through its role as the general partner of Private Funds. Balentine exercises investment discretion for client accounts, providing both discretionary and non-discretionary portfolio management services. Clients receive regular account reviews and reports, with the firm offering proxy voting services for client securities. Balentine's financial condition is stable, with no history of bankruptcy.