Atlanta Capital Group

Atlanta Capital Group (CRD# 150419) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,110,738,232 in 2,951 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,111
    MILLION
  • Total Number of Accounts
    2,951
    ACCOUNTS
  • Average Account Value
    $376,394
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, CT, FL, GA, IL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Atlanta Capital Group
Showing 1 - 10 of 31 top financial advisors.
1
Evan P. Carter
CRD#: 6474268
3333 Piedmont Rd., Suite 2010, Atlanta, GA 30305
97
Wealthminder
score

Evan Carter (CRD# 6474268) is an Investment Advisor Representative working at Atlanta Capital Group in Atlanta, GA and has 1 year of experience in the finance industry. Evan Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patrick R. Chitwood
CRD#: 871271
Asheville, NC
96
Wealthminder
score

Patrick Chitwood (CRD# 871271) is an Investment Advisor Representative working at Atlanta Capital Group in Asheville, NC and has over 33 years of experience in the finance industry.

3
David G. Curry
CRD#: 4506561
3333 Piedmont Rd., Suite 2010, Atlanta, GA 30305
96
Wealthminder
score

David Curry (CRD# 4506561) is an Investment Advisor Representative working at Atlanta Capital Group in Atlanta, GA and has over 14 years of experience in the finance industry. David Curry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David M. McInnis
CRD#: 4399381
3333 Piedmont Rd., Suite 2010, Atlanta, GA 30305
96
Wealthminder
score

David McInnis (CRD# 4399381) is an Investment Advisor Representative working at Atlanta Capital Group in Atlanta, GA and has over 14 years of experience in the finance industry. David McInnis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Danny L. Moore
CRD#: 2662931
3333 Piedmont Rd., Suite 2010, Atlanta, GA 30305
96
Wealthminder
score

Danny Moore (CRD# 2662931) is an Investment Advisor Representative working at Atlanta Capital Group in Atlanta, GA and has over 19 years of experience in the finance industry. Danny Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Frank M. Tamplin
CRD#: 5477719
3333 Piedmont Rd., Suite 2010, Atlanta, GA 30305
96
Wealthminder
score

Frank Tamplin (CRD# 5477719) is an Investment Advisor Representative working at Atlanta Capital Group in Atlanta, GA and has over 8 years of experience in the finance industry. Frank Tamplin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Richard O. Artzi
CRD#: 2955145
3333 Piedmont Rd., Suite 2010, Atlanta, GA 30305
93
Wealthminder
score

Richard Artzi (CRD# 2955145) is an Investment Advisor Representative working at Atlanta Capital Group in Atlanta, GA and has over 19 years of experience in the finance industry.

8
Troy A. Buder
CRD#: 3079322
5726 Fayetteville Rd, Ste 202, Durham, NC 27713
93
Wealthminder
score

Troy Buder (CRD# 3079322) is an Investment Advisor Representative working at Atlanta Capital Group in Durham, NC and has over 18 years of experience in the finance industry.

9
M Louise D. Daniel
CRD#: 4090566
3333 Piedmont Rd., Suite 2010, Atlanta, GA 30305
93
Wealthminder
score

M Louise Daniel (CRD# 4090566) is an Investment Advisor Representative working at Atlanta Capital Group in Atlanta, GA and has over 16 years of experience in the finance industry.

10
Jennifer F. Deloach
CRD#: 4021337
3333 Piedmont Rd., Suite 2010, Atlanta, GA 30305
93
Wealthminder
score

Jennifer Deloach (CRD# 4021337) is an Investment Advisor Representative working at Atlanta Capital Group in Atlanta, GA and has over 13 years of experience in the finance industry.

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