Atlanta Life Investment Advisors, LLC (Atlanta)

Name: Atlanta Life Investment Advisors, LLC
Address: Herndon Plaza, Atlanta, GA, 30303
Telephone: 404-232-8800

Atlanta Life Investment Advisors, LLC is a large advisory firm based in Atlanta. It manages $1.58 billion of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Georgia, Illinois, Indiana, and Louisiana.

Atlanta Life Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atlanta Life Investment Advisors: assets under management

The assets under management (AUM) of Atlanta Life Investment Advisors, LLC is $1.58 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.58 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.34 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Atlanta Life Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Atlanta Life Investment Advisors, LLC

Kenneth Richard Holley has served as the Chief Investment Officer since 1 Jan 2002. Inc. Atlanta Life Investment Advisors joined the executive team most recently as the Common Stockholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Richard Holley	Executive committee member/chief investment officer/principal	1 Jan 2002	Other	1755084
Drake John Craig	Executive committee member/chief operations officer/principal	1 Jan 2002	Other	1984014
Randell Alfredine Cain	Executive committee member/principal	1 Jun 2002	Other	4661423
Mellissa Dianne Craig	Director of marketing and operations	1 May 2003	Other	5497736
Annette Michelle Marshall	Chief compliance officer	1 Jan 2006	Other	1989429
Inc. Atlanta Life Investment Advisors	Common stockholder	1 Jul 2009	50% - 75%	58-2631185

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Alonzo F. And Norris B. Herndon Foundation	Common stockholder	1 May 2001	50% - 75%	58-6036028
Atlanta Life Financial Group	Common stockholder	1 Jul 2009	75% - 100%	58-2618806

Based in Atlanta

The principal office where Atlanta Life Investment Advisors, LLC performs its advisory services is located at Herndon Plaza, Atlanta, GA 30303, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-232-8800 or by fax 404-232-8815. The normal business hours are 8:30m-5:30pm on Monday - Friday. You can find more information about the New York firm at www.herndoncap.com.