Atlantic Capital Management, Inc.

Atlantic Capital Management, Inc. (CRD# 128361) is a financial advisory firm headquartered in Holliston, MA. They manage $105,138,208 in 488 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    488
    ACCOUNTS
  • Average Account Value
    $215,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Educational seminars/workshops
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.

FL, MA, NH, TX

Financial Advisors at Atlantic Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William C. Newell
CRD#: 1444820
851 Washington Street, Holliston, MA 01746
96
Wealthminder
score

William Newell (CRD# 1444820) is an Investment Advisor Representative working at Atlantic Capital Management, Inc. in Holliston, MA and has over 29 years of experience in the finance industry. William Newell 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.

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