ATLANTA CAPITAL MANAGEMENT
40 known aliases resolved via the canonical alias map
Market position · 2024
Plans served36Rank #462 of mapped providers
Assets under administration$32.0B0.0%Market share · rank #429
Fees received$6MMedian $72,985/planSum across Schedule C direct + indirect
Net wins YoY+06 won · 6 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 plan look like?
Service mix · median fees per plan
Count of plans where ATLANTA CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Securities brokerage commissions and fees; Direct payment from the plan; Investment managementCode 28 | 24 | $95,397 | |
Investment advisory (plan); Soft dollars commissions; Securities brokerage commissions and fees; Investment management fees paid directly by planCode 27 | 4 | $84,199 | |
Investment management fees paid directly by planCode 51 | 4 | $72,153 | |
Consulting (pension); Consulting (general)Code 16 | 1 | $23,057 | |
Consulting fees; Consulting (pension)Code 17 | 1 | $46,619 | |
Custodial (other than securities); Direct payment from the planCode 18 | 1 | $24,563 | |
Securities brokerage commissions and fees; Soft dollars commissionsCode 68 | 1 | $53,608 |
Competitor overlap
Percent of ATLANTA CAPITAL MANAGEMENT'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.
| 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 | FLEX DIGITAL | $1.2B |
REGIONS FINANCIAL CORPORATIONAL · 630589368-013 | THE BANK OF NEW YORK MELLON | $708M |
BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSIONTN · 620976048-001 | ALGER | $452M |
NEW MEXICO PIPE TRADESNM · 516029978-002 | LORD ABBETT | $85M |
OAKBRIDGE INSURANCE AGENCY, LLCGA · 853995724-002 | RAYMOND JAMES FINANCIAL SERVICES | $25M |
Plans lost in 2024
Appeared last year under ATLANTA CAPITAL MANAGEMENT; 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 | $97M |
TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUNDTN · 626112262-001 | ADMINISTRATOR | $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
94.4%Market: 89.2%
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 (40)
Raw Schedule C names collapsed into ATLANTA CAPITAL MANAGEMENT.
- ALANTA CAPITAL MANAGEMENT
- ATLANTA CAPITAL
- 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
- ATLANTA CAPITAL MGMT COMPANY
- ATLANTA CAPITAL MGMT LLC
- ATLANTA CAPITAL MGT
- ATLANTA CAPTIAL MANAGEMENT CO., LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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'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 | 2.78% | 7.76% | -4.98 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 2.78% | 1.71% | +1.06 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 2.78% | 1.76% | +1.02 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. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent