Atlanta Investment Counsel LLC (Atlanta)

Name: Atlanta Investment Counsel LLC
Address: 4161 Harris Trail, Nw, Atlanta, GA, 30327
Telephone: 404-841-6132

Atlanta Investment Counsel LLC is an adviser based in Atlanta. It manages $13.59 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

Atlanta Investment Counsel provides portfolio management for investment companies. 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 Investment Counsel: assets under management

The assets under management (AUM) of Atlanta Investment Counsel LLC is $13.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.59 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Atlanta Investment Counsel 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 Investment Counsel LLC

Carroll Douglas Davenport has been acting as President since 1 Sep 1998. Patricia Cleveland Howard joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anne Dudley Zimmerman	Partner	1 May 1998	25% - 50%	4412955
John Marks Templeton	Partner	1 May 1998	25% - 50%	1482022
John Kermit Donaldson	Partner	1 May 1998	25% - 50%	69895
Carroll Douglas Davenport	President	1 Sep 1998	Other	863746
Irrevocable Trust Of Ann Dudley Zimmerman	Trust	1 Jan 2002	25% - 50%	76-6204128
Patricia Cleveland Howard	Chief compliance officer	1 Jun 2008	Other	5495338

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Gail Dean Zimmerman	Trustee	1 Jan 2002	75% - 100%	1399597

Based in Atlanta

The principal office where Atlanta Investment Counsel LLC performs its advisory services is located at 4161 Harris Trail, Nw, Atlanta, GA 30327, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 404-841-6132 or by fax 603-368-8524. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.wisdomfund.com.