ACG WEALTH INC.
CRD #150419 SEC #801-70298 ATLANTA, GA 404-893-4100
SEC Registered Disclosures
Total AUM
$1.3B
Discretionary
$935M
Employees
9
Clients
11
Accounts
2,583
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $1.2B | $1.2B | $31.6M | 13 | 0 |
| Nov 2021 | $1.3B | $935M | $317.6M | 9 | 0 |
| May 2021 | $1.3B | $935M | $317.6M | 9 | 0 |
| Apr 2021 | $1.3B | $935M | $317.6M | 9 | 0 |
| Apr 2021 | $1.3B | $935M | $317.6M | 9 | 0 |
| Mar 2021 | $1.3B | $935M | $317.6M | 9 | 0 |
| Feb 2021 | $1.4B | $917.6M | $437.3M | 20 | 0 |
| Oct 2020 | $1.4B | $917.6M | $437.3M | 20 | 0 |
| Jun 2020 | $1.4B | $917.6M | $437.3M | 20 | 0 |
| Mar 2020 | $1.4B | $917.6M | $437.3M | 20 | 0 |
| Mar 2019 | $1.2B | $1.2B | $8.6M | 37 | 0 |
| Mar 2019 | $1.2B | $1.2B | $8.6M | 37 | 0 |
| Feb 2019 | $1.1B | $1.1B | $26.6M | 40 | 0 |
| Jan 2019 | $1.1B | $1.1B | $26.6M | 40 | 0 |
| Dec 2018 | $1.1B | $1.1B | $26.6M | 40 | 0 |
| Oct 2018 | $1.1B | $1.1B | $26.6M | 40 | 0 |
| Sep 2018 | $1.1B | $1.1B | $26.6M | 40 | 0 |
| Jul 2018 | $1.1B | $1.1B | $26.6M | 40 | 0 |
| Jun 2018 | $1.1B | $1.1B | $26.6M | 40 | 0 |
| Mar 2018 | $1.1B | $1.1B | $26.6M | 40 | 0 |
| Nov 2017 | $1.4B | $1.1B | $259.4M | 34 | 0 |
| Nov 2017 | $1.4B | $1.1B | $259.4M | 34 | 0 |
| Sep 2017 | $1.4B | $1.1B | $259.4M | 34 | 1,200 |
| Jul 2017 | $1.4B | $1.1B | $259.4M | 34 | 1,200 |
| Jun 2017 | $1.4B | $1.1B | $259.4M | 34 | 1,200 |
| May 2017 | $1.4B | $1.1B | $259.4M | 34 | 1,200 |
| Mar 2017 | $1.4B | $1.1B | $259.4M | 34 | 1,200 |
| Feb 2017 | $1.4B | $1.1B | $259.4M | 34 | 1,200 |
| Dec 2016 | $1.1B | $801.6M | $309.2M | 33 | 800 |
| Dec 2016 | $1.1B | $801.6M | $309.2M | 33 | 800 |
| Aug 2016 | $1.1B | $801.6M | $309.2M | 33 | 800 |
| Aug 2016 | $1.1B | $801.6M | $309.2M | 33 | 800 |
| Aug 2016 | $1.1B | $801.6M | $309.2M | 33 | 800 |
| May 2016 | $1.1B | $801.6M | $309.2M | 33 | 800 |
| Mar 2016 | $1.1B | $801.6M | $309.2M | 33 | 800 |
| Dec 2015 | $1.1B | $758.7M | $351M | 28 | 700 |
| Sep 2015 | $1.1B | $758.7M | $351M | 28 | 700 |
| Jun 2015 | $1.1B | $758.7M | $351M | 28 | 700 |
| May 2015 | $1.1B | $758.7M | $351M | 28 | 700 |
| May 2015 | $1.1B | $758.7M | $351M | 28 | 700 |
| Mar 2015 | $1.1B | $758.7M | $351M | 28 | 700 |
| Mar 2015 | $1B | $635.2M | $384.4M | 29 | 700 |
| Feb 2015 | $1B | $635.2M | $384.4M | 29 | 700 |
| Sep 2014 | $1B | $635.2M | $384.4M | 29 | 700 |
| Jun 2014 | $1B | $635.2M | $384.4M | 29 | 700 |
| Mar 2014 | $1B | $635.2M | $384.4M | 29 | 700 |
| Mar 2014 | $1B | $635.2M | $384.4M | 29 | 700 |
| Mar 2014 | $644.7M | $364.8M | $279.9M | 15 | 500 |
| Feb 2014 | $644.7M | $364.8M | $279.9M | 15 | 500 |
| Nov 2013 | $644.7M | $364.8M | $279.9M | 15 | 500 |
| Nov 2013 | $644.7M | $364.8M | $279.9M | 15 | 500 |
| Oct 2013 | $644.7M | $364.8M | $279.9M | 15 | 500 |
| Jul 2013 | $644.7M | $364.8M | $279.9M | 15 | 500 |
| Apr 2013 | $644.7M | $364.8M | $279.9M | 15 | 500 |
| Mar 2013 | $644.7M | $364.8M | $279.9M | 15 | 500 |
| Mar 2013 | $430.9M | $138.2M | $292.8M | 15 | 500 |
| Jan 2013 | $430.9M | $138.2M | $292.8M | 15 | 500 |
| Jan 2013 | $430.9M | $138.2M | $292.8M | 15 | 500 |
| Nov 2012 | $430.9M | $138.2M | $292.8M | 15 | 500 |
| Oct 2012 | $430.9M | $138.2M | $292.8M | 1 | 500 |
| Jun 2012 | $430.9M | $138.2M | $292.8M | 1 | 500 |
| May 2012 | $430.9M | $138.2M | $292.8M | 1 | 500 |
| Mar 2012 | $430.9M | $138.2M | $292.8M | 1 | 500 |
| Jan 2012 | $133.6M | $133.5M | $21.7K | 1 | 500 |
| Dec 2011 | $133.6M | $133.5M | $21.7K | 1 | 500 |
| May 2011 | $133.6M | $133.5M | $21.7K | 5 | -- |
| Sep 2010 | $157.2M | $114.8M | $42.4M | 5 | -- |
| Aug 2010 | $157.2M | $114.8M | $42.4M | 5 | -- |
| Jul 2010 | $157.2M | $114.8M | $42.4M | 5 | -- |
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$31.6M
Employees13
Clients0
DateNov 2021
Total AUM$1.3B
Discretionary$935M
Non-Disc.$317.6M
Employees9
Clients0
DateMay 2021
Total AUM$1.3B
Discretionary$935M
Non-Disc.$317.6M
Employees9
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$935M
Non-Disc.$317.6M
Employees9
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$935M
Non-Disc.$317.6M
Employees9
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$935M
Non-Disc.$317.6M
Employees9
Clients0
DateFeb 2021
Total AUM$1.4B
Discretionary$917.6M
Non-Disc.$437.3M
Employees20
Clients0
DateOct 2020
Total AUM$1.4B
Discretionary$917.6M
Non-Disc.$437.3M
Employees20
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$917.6M
Non-Disc.$437.3M
Employees20
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$917.6M
Non-Disc.$437.3M
Employees20
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$8.6M
Employees37
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$8.6M
Employees37
Clients0
DateFeb 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.6M
Employees40
Clients0
DateJan 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.6M
Employees40
Clients0
DateDec 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.6M
Employees40
Clients0
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.6M
Employees40
Clients0
DateSep 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.6M
Employees40
Clients0
DateJul 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.6M
Employees40
Clients0
DateJun 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.6M
Employees40
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.6M
Employees40
Clients0
DateNov 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$259.4M
Employees34
Clients0
DateNov 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$259.4M
Employees34
Clients0
DateSep 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$259.4M
Employees34
Clients1,200
DateJul 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$259.4M
Employees34
Clients1,200
DateJun 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$259.4M
Employees34
Clients1,200
DateMay 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$259.4M
Employees34
Clients1,200
DateMar 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$259.4M
Employees34
Clients1,200
DateFeb 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$259.4M
Employees34
Clients1,200
DateDec 2016
Total AUM$1.1B
Discretionary$801.6M
Non-Disc.$309.2M
Employees33
Clients800
DateDec 2016
Total AUM$1.1B
Discretionary$801.6M
Non-Disc.$309.2M
Employees33
Clients800
DateAug 2016
Total AUM$1.1B
Discretionary$801.6M
Non-Disc.$309.2M
Employees33
Clients800
DateAug 2016
Total AUM$1.1B
Discretionary$801.6M
Non-Disc.$309.2M
Employees33
Clients800
DateAug 2016
Total AUM$1.1B
Discretionary$801.6M
Non-Disc.$309.2M
Employees33
Clients800
DateMay 2016
Total AUM$1.1B
Discretionary$801.6M
Non-Disc.$309.2M
Employees33
Clients800
DateMar 2016
Total AUM$1.1B
Discretionary$801.6M
Non-Disc.$309.2M
Employees33
Clients800
DateDec 2015
Total AUM$1.1B
Discretionary$758.7M
Non-Disc.$351M
Employees28
Clients700
DateSep 2015
Total AUM$1.1B
Discretionary$758.7M
Non-Disc.$351M
Employees28
Clients700
DateJun 2015
Total AUM$1.1B
Discretionary$758.7M
Non-Disc.$351M
Employees28
Clients700
DateMay 2015
Total AUM$1.1B
Discretionary$758.7M
Non-Disc.$351M
Employees28
Clients700
DateMay 2015
Total AUM$1.1B
Discretionary$758.7M
Non-Disc.$351M
Employees28
Clients700
DateMar 2015
Total AUM$1.1B
Discretionary$758.7M
Non-Disc.$351M
Employees28
Clients700
DateMar 2015
Total AUM$1B
Discretionary$635.2M
Non-Disc.$384.4M
Employees29
Clients700
DateFeb 2015
Total AUM$1B
Discretionary$635.2M
Non-Disc.$384.4M
Employees29
Clients700
DateSep 2014
Total AUM$1B
Discretionary$635.2M
Non-Disc.$384.4M
Employees29
Clients700
DateJun 2014
Total AUM$1B
Discretionary$635.2M
Non-Disc.$384.4M
Employees29
Clients700
DateMar 2014
Total AUM$1B
Discretionary$635.2M
Non-Disc.$384.4M
Employees29
Clients700
DateMar 2014
Total AUM$1B
Discretionary$635.2M
Non-Disc.$384.4M
Employees29
Clients700
DateMar 2014
Total AUM$644.7M
Discretionary$364.8M
Non-Disc.$279.9M
Employees15
Clients500
DateFeb 2014
Total AUM$644.7M
Discretionary$364.8M
Non-Disc.$279.9M
Employees15
Clients500
DateNov 2013
Total AUM$644.7M
Discretionary$364.8M
Non-Disc.$279.9M
Employees15
Clients500
DateNov 2013
Total AUM$644.7M
Discretionary$364.8M
Non-Disc.$279.9M
Employees15
Clients500
DateOct 2013
Total AUM$644.7M
Discretionary$364.8M
Non-Disc.$279.9M
Employees15
Clients500
DateJul 2013
Total AUM$644.7M
Discretionary$364.8M
Non-Disc.$279.9M
Employees15
Clients500
DateApr 2013
Total AUM$644.7M
Discretionary$364.8M
Non-Disc.$279.9M
Employees15
Clients500
DateMar 2013
Total AUM$644.7M
Discretionary$364.8M
Non-Disc.$279.9M
Employees15
Clients500
DateMar 2013
Total AUM$430.9M
Discretionary$138.2M
Non-Disc.$292.8M
Employees15
Clients500
DateJan 2013
Total AUM$430.9M
Discretionary$138.2M
Non-Disc.$292.8M
Employees15
Clients500
DateJan 2013
Total AUM$430.9M
Discretionary$138.2M
Non-Disc.$292.8M
Employees15
Clients500
DateNov 2012
Total AUM$430.9M
Discretionary$138.2M
Non-Disc.$292.8M
Employees15
Clients500
DateOct 2012
Total AUM$430.9M
Discretionary$138.2M
Non-Disc.$292.8M
Employees1
Clients500
DateJun 2012
Total AUM$430.9M
Discretionary$138.2M
Non-Disc.$292.8M
Employees1
Clients500
DateMay 2012
Total AUM$430.9M
Discretionary$138.2M
Non-Disc.$292.8M
Employees1
Clients500
DateMar 2012
Total AUM$430.9M
Discretionary$138.2M
Non-Disc.$292.8M
Employees1
Clients500
DateJan 2012
Total AUM$133.6M
Discretionary$133.5M
Non-Disc.$21.7K
Employees1
Clients500
DateDec 2011
Total AUM$133.6M
Discretionary$133.5M
Non-Disc.$21.7K
Employees1
Clients500
DateMay 2011
Total AUM$133.6M
Discretionary$133.5M
Non-Disc.$21.7K
Employees5
Clients--
DateSep 2010
Total AUM$157.2M
Discretionary$114.8M
Non-Disc.$42.4M
Employees5
Clients--
DateAug 2010
Total AUM$157.2M
Discretionary$114.8M
Non-Disc.$42.4M
Employees5
Clients--
DateJul 2010
Total AUM$157.2M
Discretionary$114.8M
Non-Disc.$42.4M
Employees5
Clients--