Atlantic Capital Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,385,883
Total clients
38
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
38
Average account size
$641,734
About
Atlantic Capital Investments, LLC is a fee-only registered investment adviser that provides financial planning and portfolio management to individuals — including high-net-worth clients — and to corporate clients, and it also advises pension, 401(k), and profit-sharing plans. The firm offers standalone financial planning, pension consulting, and investment advisory accounts.
The firm manages accounts on a non-discretionary basis only and typically constructs portfolios consisting predominantly of no‑load and load‑waived mutual funds and exchange‑traded funds, with equity and debt securities used as appropriate. A written investment policy statement guides fund selection based on performance, manager track record, sector exposure and fees, and portfolios are reviewed quarterly with clients able to place reasonable restrictions.
Noteworthy for a single‑advisor independent firm, Atlantic Capital reports serving pension and profit‑sharing plan clients and offering pension consulting services, while most peers do not; it also primarily operates on a non‑discretionary basis, which is less common among similar firms. The firm’s principal holds CFP and Qualified Plan Financial Consultant credentials, provides financial counseling to military service members, and produces financial education content, activities that extend its advisory role beyond typical solo practices.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Fee options
$0 - $100,000: 1.50% $101,000 - $500,000: 1.25% $501,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $4,000,000: 0.35% $4,000,001 - $5,000,000: 0.30% $5,000,001+: 0.25%
Hourly charges reported in SEC Form ADV Part 1, but no specific rates stated in brochure.
Account minimum: $100,000 Fee-only: Fee-only financial planning firm; fees charged as percentage of assets under management only; no commissions.
Main office location
Atlantic Capital Investments, LLC
Beaufort SC, United States
Number of offices
1
Most active in
Atlantic Capital Investments, LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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