Atlanta Capital Management Company, LLC
advisor28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served24Rank #737 of mapped providers
Assets under administration$30.6B0.0%Market share · rank #468
Fees received$6MMedian $110,315/planSum across Schedule C direct + indirect
Net wins YoY+05 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Atlanta Capital Management Company, LLC plan look like?
Service mix · median fees per plan
Count of plans where Atlanta Capital Management Company, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Securities brokerage commissions and feesCode 28 | 18 | $142,594 | |
Investment management fees paid directly by planCode 51 | 3 | $87,365 | |
Direct payment from the plan; Custodial (other than securities)Code 18 | 1 | $24,563 | |
Securities brokerage commissions and fees; Investment advisory (plan); Soft dollars commissions; Investment management fees paid directly by planCode 27 | 1 | $524,162 | |
Securities brokerage commissions and fees; Soft dollars commissionsCode 68 | 1 | $53,608 |
Competitor overlap
Percent of Atlanta Capital Management Company, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Atlanta Capital Management Company, LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | Southern Benefit Administrators | $1.2B |
REGIONS FINANCIAL CORPORATIONAL · 630589368-001 | LifeWorks | $1.2B |
REGIONS FINANCIAL CORPORATIONAL · 630589368-013 | BNY Mellon | $708M |
BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSIONTN · 620976048-001 | Fred Alger Management | $452M |
NEW MEXICO PIPE TRADESNM · 516029978-002 | Lord Abbett & Co LLC | $85M |
Plans lost in 2024
Appeared last year under Atlanta Capital Management Company, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF INDUSTRIAL CARPENTERS AND PRECAST PENSION PLANCA · 946284211-001 | Alan Biller & Associates | $103M |
TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUSTFL · 570524232-001 | Investment Performance Services LLC | $97M |
TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUNDTN · 626112262-001 | Allied Consultants Inc | $33M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $1M | 2y | - |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $124,656 | 3y | - |
CONTINENTAL CASUALTY COMPANYIL · 362114545-005 | $2.5B | 9,297 | $524,162 | 9y | - |
GENUINE PARTS COMPANYGA · 580254510-001 | $2.0B | 15,587 | $105,161 | 10y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $556,637 | 10y | - |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | $1.2B | 51,643 | $10,649 | 1y | - |
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUNDNJ · 226033380-001 | $1.2B | 11,674 | $677,847 | 10y | - |
REGIONS FINANCIAL CORPORATIONAL · 630589368-001 | $1.2B | 11,265 | $28,646 | 1y | - |
LOREAL USA, INC.NJ · 221539735-002 | $833M | 11,634 | $299,066 | 10y | - |
REGIONS FINANCIAL CORPORATIONAL · 630589368-013 | $708M | 2,720 | $24,563 | 1y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (28)
Raw Schedule C names collapsed into Atlanta Capital Management Company, LLC.
- AMALGAMATED BANK (LONGVIEW)
- AMALGAMATED BANK - LONGVIEW
- AMALGAMATED BANK/LONGVIEW MIDCAP
- AMALGAMATED EMPL BENE
- ATLANTA CAPITAL
- ATLANTA CAPITAL GROUP
- ATLANTA CAPITAL HIGH QUALITY FOC
- ATLANTA CAPITAL HIGH QUALITY FOCUSE
- ATLANTA CAPITAL INVESTMENT MANAGERS
- ATLANTA CAPITAL MANAGAMENT INV
- ATLANTA CAPITAL MANAGEMENT
- ATLANTA CAPITAL MANAGEMENT CO LLC
- ATLANTA CAPITAL MANAGEMENT CO LLP
- ATLANTA CAPITAL MANAGEMENT CO, LLC
- ATLANTA CAPITAL MANAGEMENT CO,LLC
- ATLANTA CAPITAL MANAGEMENT CO. LLC
- ATLANTA CAPITAL MANAGEMENT CO., LLC
- ATLANTA CAPITAL MANAGEMENT COMPANY
- ATLANTA CAPITAL MANAGEMENT INV
- ATLANTA CAPITAL MANAGEMENT, LLC
- ATLANTA CAPITAL MANAGMENT
- ATLANTA CAPITAL MANAGMENT CO. LLC
- ATLANTA CAPITAL MANAGMENT CO., LLC
- ATLANTA CAPITAL MANAGMENT, LLC
- ATLANTA CAPITAL MGMT CO. LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Atlanta Capital Management Company, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 4.17% | 7.76% | -3.60 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Atlanta Capital Management Company, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Atlanta Capital Management Company, LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Arnall Golden Gregory LLC | 5 | 20.8% |
| Mooney, Green, Baker & Saidon PC | 3 | 12.5% |
| Morgan Lewis & Bockius LLP | 3 | 12.5% |
| THE YOUNGDAHL LAW FIRM PC | 3 | 12.5% |
| Baab & Denison, LLP | 1 | 4.2% |
| Baldwin Moffitt Behm LLP | 1 | 4.2% |
| Butzel Long | 1 | 4.2% |
| Decotiis, Fitzpatrick, Cole & Gibli | 1 | 4.2% |
| DiClaudio & Kramer LLC | 1 | 4.2% |
| K&L Gates LLP | 1 | 4.2% |