Atlanta Consulting Group Advisors, LLC
Atlanta Consulting Group Advisors, LLC (ACG) is a boutique investment advisory firm founded in 1985 and headquartered in Atlanta, Georgia, with an additional office in Lexington, Kentucky. As an independent, employee/founder-owned Registered Investment Advisor regulated by the SEC, ACG provides both discretionary and non-discretionary/OCIO portfolio management and investment consulting services to a diverse set of clients including retirement plans, trusts, charitable organizations, corporations, and high net worth individuals. The firm employs approximately 24 professionals and emphasizes fiduciary duty, transparency, and tailored portfolio solutions designed around each client’s objectives.
Investment Strategy
Atlanta Consulting Group Advisors employs a highly customized approach, offering both discretionary and non-discretionary portfolio management tailored to each client's investment objectives. Their strategy encompasses both passive and active management across diversified asset classes, including equities, fixed income, and alternatives. Services focus on strategic asset allocation, investment manager selection, and portfolio construction designed to optimize risk-adjusted returns. ACG leverages institutional platforms for custody and trading, practices transparent fee structures, and maintains a fiduciary obligation to act in clients’ best interests. The firm also participates in insurance sales and broker-dealer activities when appropriate, and provides ongoing performance monitoring and reporting.
Latest 13F Filing Activity
Atlanta Consulting Group Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 130 equity positions with a total 13F market value of $365M. The fund increased holdings in Ishares TR, Microsoft Corp., Invesco Exchange Traded FD T among other positions. Atlanta Consulting Group Advisors, LLC reduced exposure to Alliance Resource Partners L, Ishares TR, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 13.34% | $48.7M | 78,470 | $539.35 | $620.90 | +$6.0M |
R RSP | INVESCO EXCHANGE TRADED FD T | 12.69% | $46.3M | 255,025 | $172.91 | $181.74 | +$2.2M |
I IJR | ISHARES TR | 12.01% | $43.9M | 401,487 | $105.86 | $109.29 | +$2.2M |
A ARLP | ALLIANCE RESOURCE PARTNERS L | 8.31% | $30.3M | 1,160,740 | $25.00 | $26.14 | -$1.3M |
I IJH | ISHARES TR | 4.84% | $17.7M | 285,378 | $58.93 | $62.02 | +$1.4M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
M Matthew Bauder | Partner | Atlanta, GA , United States | |
M Michael Butkus | Partner | Atlanta, GA , United States | |
 | Partner | Atlanta, GA , United States | |
 | Senior Investment Analyst | Atlanta, GA , United States | |
 | Investment Analyst | Atlanta, GA , United States | |
 | Partner | Atlanta, GA , United States | |
J Joe Stevenson | Principal | United States | |
 | Investment Analyst | Atlanta, GA , United States |
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