ATLANTA CAPITAL GROUP Overview

Atlanta Capital Group is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 28 employees, of which 26 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 470MM in positions, representing 42% of the manager's regulatory AUM.

ATLANTA CAPITAL GROUP StockAlpha

-3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ATLANTA CAPITAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MMM 9.94% Industrials -1.53% -0.85% 0 24%
IVV 5.77% ETF 1.54% -0% 0 9%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ATLANTA CAPITAL GROUP Founders and Key Employees

Name Title In Position Since
Jeffrey T. Shaver Owner June-2009
Joseph P. Young Owner June-2009
David Y. Millican Owner/Chief Compliance Officer April-2015

ATLANTA CAPITAL GROUP Brokers, Custodians, Auditors and Administrators

Type Company

ATLANTA CAPITAL GROUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Our investment strategy begins with an understanding of a client’s financial goals. Advisors use demographic and financial information provided by the client to assess the client’s risk profile and investment objectives in determining an appropriate plan for the client’s assets. Investment strategies ordinarily include long- or short-term purchases of stock portfolios, mutual funds and fixed income securities.

Investment recommendations are based on an analysis of the client’s individual needs, and are drawn
from research and analysis. Security analysis methods may include the following:
 Fundamental analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors to determine if the company is underpriced or overpriced. Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price...
Get the Full Report

ATLANTA CAPITAL GROUP Portfolio Concentration

ATLANTA CAPITAL GROUP Location

3333 PIEDMONT RD.
SUITE 2010
ATLANTA, Georgia
UNITED STATES, 30305

ATLANTA CAPITAL GROUP Contact Information

Phone Number: 404-893-4100
Fax Number: 678-510-1340
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B