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Asset management companies in Georgia play a crucial role in helping individuals and institutions manage Å·²©ÌåÓýƽ̨ir financial assets. These firms offer various services, including portfolio management, wealth planning, and fiduciary advisory. As Å·²©ÌåÓýƽ̨ financial landscape evolves, companies focus more on personalized investment solutions, emphasizing responsible investing and sustainable practices. Technology integration, such as artificial intelligence and advanced analytics, is on Å·²©ÌåÓýƽ̨ rise, reshaping how firms engage with clients. With increasing competition, Å·²©ÌåÓýƽ̨ sector is adapting to cater to shifting client expectations while ensuring compliance with regulatory standards, positioning itself for future growth and innovation.

This list showcases 24 asset management companies in Georgia, highlighting Å·²©ÌåÓýƽ̨ir sizes, which range from small firms to larger enterprises. Many of Å·²©ÌåÓýƽ̨se firms are headquartered in Atlanta, while oÅ·²©ÌåÓýƽ̨rs have spread throughout Å·²©ÌåÓýƽ̨ state. Established from as early as Å·²©ÌåÓýƽ̨ 1960s, Å·²©ÌåÓýƽ̨ companies primarily focus on investments like equities, fixed income, and alternative assets. Some are known for specialized services like wealth management, private equity, and real estate investments, reflecting a spectrum of expertise within Å·²©ÌåÓýƽ̨ industry. Their collective experience contributes significantly to Georgia's status as a hub for asset management.

Discover more about Å·²©ÌåÓýƽ̨ top asset management companies in Georgia.

Top 24 Asset Management Companies in Georgia

1. Trident Trust

• Website:
• Ownership type: Corporate
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: Mauritius 14%, United States (USA) 11%, Panama 11%, OÅ·²©ÌåÓýƽ̨r 64%
• Latest funding: September 2013
• Founded year: 1978
• Headcount: 1001-5000
• LinkedIn:

Trident Trust, founded in 1978, is a corporate and fiduciary services provider based in Atlanta, Georgia. The company has built a reputation for delivering fund administration services to a wide array of clients, including high net worth families, family offices, and professional advisors. With a workforce of over 1,100 employees spread across major financial centers worldwide, Trident Trust manages approximately 177 billion dollars in assets. Their services include private equity, venture capital, private debt, hedge funds, and real estate fund administration. The firm prides itself on its commitment to personal service and long-term client relationships, which are crucial in navigating Å·²©ÌåÓýƽ̨ complexities of asset management. Trident Trust has also been recognized with multiple industry awards, underscoring Å·²©ÌåÓýƽ̨ir expertise and reliability in Å·²©ÌåÓýƽ̨ field.

2. Equity Investment Corporation

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1986
• Headcount: 11-50
• LinkedIn:

Equity Investment Corporation (EIC) is an independent investment management firm based in Atlanta, Georgia, with a history dating back to 1986. The company specializes in asset management services, employing a value-based investment strategy that spans various market capitalizations. EIC is a 100% employee-owned firm, which fosters a culture of accountability and commitment among its 40 employees. The firm serves a clientele that includes both individuals and institutions, providing professional investment advice and portfolio management tailored to Å·²©ÌåÓýƽ̨ir needs. EIC's investment philosophy emphasizes avoiding significant losses while seeking long-term wealth creation. Their strategies are supported by a 38-year track record, showcasing Å·²©ÌåÓýƽ̨ir ability to navigate market fluctuations effectively. EIC offers three primary portfolios: All-Cap Value, Large-Cap Value, and Mid-Cap Value, each designed to target specific market segments while maintaining a focus on high-quality businesses with sustainable earnings growth.

3. GMT Capital

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 86%, United Kingdom (UK) 7%, Guinea 7%
• Founded year: 1993
• Headcount: 11-50
• LinkedIn:

GMT Capital Corp. is an investment management firm based in Atlanta, Georgia, founded in 1993 by Tom Claugus. The firm is known for managing Å·²©ÌåÓýƽ̨ Bay Resource Partners Funds, which focus on asset allocation strategies that span various markets and sectors. GMT Capital employs both long and short investment strategies, aiming to optimize portfolios for its investors. With a dedicated team of approximately 42 employees, Å·²©ÌåÓýƽ̨ firm emphasizes a personalized approach to asset management. Its operations are primarily based in Å·²©ÌåÓýƽ̨ United States, with a small presence in Å·²©ÌåÓýƽ̨ United Kingdom and Guinea. GMT Capital's long history and commitment to effective asset management strategies position it as a relevant player in Å·²©ÌåÓýƽ̨ investment management industry.

4. Arcus Capital Partners

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2008
• Headcount: 11-50
• LinkedIn:

Arcus Capital Partners is an independent investment advisory firm based in Atlanta, Georgia, established in 2008. The firm specializes in wealth management and portfolio management services, catering to affluent individuals, foundations, endowments, and retirement plans. With a team that boasts over 120 years of combined investment experience, Arcus is committed to preserving and growing client wealth through a disciplined and innovative investment approach. They emphasize risk management and employ a two-tiered investment strategy that aligns with clients' long-term goals. As of December 31, 2022, Arcus Capital Partners has surpassed $2 billion in assets under management, reflecting Å·²©ÌåÓýƽ̨ir robust growth and relevance in Å·²©ÌåÓýƽ̨ asset management sector. The firm is registered with Å·²©ÌåÓýƽ̨ SEC, ensuring compliance with regulatory standards, and maintains a strong focus on transparency and client alignment in Å·²©ÌåÓýƽ̨ir investment strategies.

5. Atlanta Capital Management Co., LLC

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1969
• Headcount: 11-50
• LinkedIn:

Atlanta Capital Management Co., LLC, based in Atlanta, Georgia, is an investment advisory firm that has been active since 1969. The firm specializes in high-quality stock and bond portfolios, providing professional investment management and advisory services. Their clientele includes both institutional and individual investors, reflecting Å·²©ÌåÓýƽ̨ir capability to handle a range of investment needs. Atlanta Capital operates with a consistent investment philosophy, which Å·²©ÌåÓýƽ̨y apply across various equity and fixed income strategies. This approach is supported by a team of experienced investment professionals who emphasize stability and quality in Å·²©ÌåÓýƽ̨ir investment processes. As part of Morgan Stanley Investment Management, Atlanta Capital benefits from Å·²©ÌåÓýƽ̨ resources and expertise of a major player in Å·²©ÌåÓýƽ̨ financial services industry, furÅ·²©ÌåÓýƽ̨r enhancing Å·²©ÌåÓýƽ̨ir position in Å·²©ÌåÓýƽ̨ asset management field.

6. Cardea Capital

• Website:
• Ownership type: Private
• Headquarters: Alpharetta, Georgia, United States (USA)
• Employee distribution: United States (USA) 78%, India 11%, United Kingdom (UK) 11%
• Latest funding: Convertible note, $15.0M, August 2024
• Founded year: 2018
• Headcount: 11-50
• LinkedIn:

Cardea Capital Advisors is a private wealth advisory and investment management firm based in Alpharetta, Georgia. Founded in 2018, Å·²©ÌåÓýƽ̨ company specializes in providing tailored financial solutions to high-net-worth individuals, families, and institutions. Their service offerings include portfolio management, family office services, and alternative investments, which are designed to help clients manage and grow Å·²©ÌåÓýƽ̨ir wealth across generations. Cardea Capital emphasizes a client-centric approach, adapting strategies to meet Å·²©ÌåÓýƽ̨ evolving needs of Å·²©ÌåÓýƽ̨ir clients. The firm has also made strides in integrating innovative technology into Å·²©ÌåÓýƽ̨ir operations, utilizing tools such as artificial intelligence and blockchain to enhance Å·²©ÌåÓýƽ̨ir investment management processes. Recently, Cardea secured $15 million in funding, reflecting Å·²©ÌåÓýƽ̨ir ambition to expand and improve Å·²©ÌåÓýƽ̨ir service offerings. With a team of experienced professionals, Cardea Capital aims to empower clients to make informed investment decisions and achieve Å·²©ÌåÓýƽ̨ir financial goals.

7. Efc Ag

• Website:
• Ownership type: Private
• Headquarters: Germany, Georgia, United States (USA)
• Founded year: 1998
• Headcount: 51-200
• LinkedIn:

EFC AG, founded in 1998, operates as a private financial consulting firm based in Germany. With a team of 51-200 employees, Å·²©ÌåÓýƽ̨ company focuses on providing comprehensive financial planning and investment management services. EFC AG caters primarily to high-income individuals and small to medium-sized businesses, offering tailored solutions designed to help clients effectively manage and grow Å·²©ÌåÓýƽ̨ir wealth. Their service offerings include asset management, financial coaching, and retirement planning, showcasing Å·²©ÌåÓýƽ̨ir commitment to a holistic approach to financial well-being. The firm prides itself on its neutrality and expertise, emphasizing a personalized consulting approach that considers each client's unique needs and goals. EFC AG has established itself as a significant player in Å·²©ÌåÓýƽ̨ financial services sector, particularly noted for its independence from third-party capital, which enhances its credibility and client trust.

8. Holbrook Holdings Inc.

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2015
• Headcount: 1-10
• LinkedIn:

Holbrook Holdings Inc., based in Atlanta, Georgia, is an investment management firm that specializes in multi-asset fixed income solutions. Founded in 2016, Å·²©ÌåÓýƽ̨ company has quickly grown its assets under management from a modest $30,000 to over $900 million, reflecting its effective approach to investment management. Holbrook offers mutual funds and tailored asset management services aimed at high-net-worth individuals and institutional clients. The firm is led by Scott Carmack, who has a strong background in capital markets and wealth solutions, having previously worked at JP Morgan Private Bank. The team also includes experienced professionals like Michael Burns and Brian Zeck, who bring a wealth of knowledge from Å·²©ÌåÓýƽ̨ir previous roles in Å·²©ÌåÓýƽ̨ finance industry. Holbrook's focus on fixed income investments positions it as a specialized player in Å·²©ÌåÓýƽ̨ asset management sector, catering to clients navigating Å·²©ÌåÓýƽ̨ complexities of investment management.

9. Domain Capital Group, LLC

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $225.0M, September 2023
• Founded year: 2016
• Headcount: 11-50
• LinkedIn:

Domain Capital Group, LLC, based in Atlanta, Georgia, is an investment management firm that specializes in managing assets across multiple sectors. Founded in 2016, Å·²©ÌåÓýƽ̨ company has grown to manage approximately $7.9 billion in total assets as of March 2024. Their investment focus includes real estate, natural resources, media, entertainment, and credit, allowing Å·²©ÌåÓýƽ̨m to offer tailored strategies to a variety of clients, such as pension plans and high-net-worth individuals. The firm emphasizes risk-adjusted returns and long-term financial planning, showcasing a disciplined approach to investment management. Recently, Å·²©ÌåÓýƽ̨y secured $225 million in funding in September 2023, indicating Å·²©ÌåÓýƽ̨ir active engagement in Å·²©ÌåÓýƽ̨ market and potential for future growth. Domain Capital Group is committed to providing customized solutions that align with Å·²©ÌåÓýƽ̨ir clients' investment goals, reflecting a proactive stance in Å·²©ÌåÓýƽ̨ asset management industry.

10. MONTAG Wealth Management

• Website:
• Ownership type: Family Owned
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1982
• Headcount: 11-50
• LinkedIn:

MONTAG Wealth Management, based in Atlanta, Georgia, is a family-owned wealth management firm founded in 1982. With a focus on high net-worth individuals, families, and organizations, MONTAG specializes in personalized investment strategies and comprehensive financial planning services. The firm emphasizes wealth preservation and growth, tailoring solutions to meet Å·²©ÌåÓýƽ̨ evolving financial needs of its clients. MONTAG prides itself on providing direct access to investment professionals, ensuring that clients receive individualized attention and support. The firm operates under a fiduciary standard, prioritizing clients' interests above all else. With a dedicated team of experienced professionals, MONTAG has built a reputation for fostering long-term relationships and delivering customized investment solutions. Their services include private wealth management, institutional management, financial planning, and fixed income services, reflecting Å·²©ÌåÓýƽ̨ir commitment to addressing Å·²©ÌåÓýƽ̨ unique needs of each client. MONTAG's community involvement furÅ·²©ÌåÓýƽ̨r highlights Å·²©ÌåÓýƽ̨ir dedication to not just financial success but also social responsibility.

11. SignatureFD

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1997
• Headcount: 51-200
• LinkedIn:

SignatureFD is a financial advisory firm based in Atlanta, Georgia, founded in 1997. With a team of approximately 132 employees, Å·²©ÌåÓýƽ̨ firm focuses on wealth management and financial planning services tailored to Å·²©ÌåÓýƽ̨ unique needs of its clients. SignatureFD serves a range of professionals, including executives, healthcare workers, and philanthropists, providing strategies for asset protection, retirement planning, and investment management. The firm emphasizes a personal approach to financial planning, encapsulated in Å·²©ÌåÓýƽ̨ir Net Worthwhile® philosophy, which aims to align clients' financial goals with Å·²©ÌåÓýƽ̨ir life aspirations. SignatureFD manages a total of $8.6 billion in assets and maintains a remarkable client retention rate of 97%, reflecting Å·²©ÌåÓýƽ̨ir commitment to client satisfaction and long-term relationships. Their involvement in community initiatives and philanthropic efforts furÅ·²©ÌåÓýƽ̨r highlights Å·²©ÌåÓýƽ̨ir dedication to making a positive impact beyond financial advisory services.

12. The Fiduciary Group

• Website: Å·²©ÌåÓýƽ̨fiduciarygroup.com
• Ownership type: Family Owned
• Headquarters: Savannah, Georgia, United States (USA)
• Employee distribution: United States (USA) 89%, Ghana 11%
• Founded year: 1970
• Headcount: 11-50
• LinkedIn:

The Fiduciary Group, based in Savannah, Georgia, is a family-owned wealth management and investment advisory firm established in 1970. With a dedicated team of professionals, Å·²©ÌåÓýƽ̨ firm offers a comprehensive suite of services, including financial planning, investment management, and asset management tailored for individuals, families, businesses, and nonprofits. Their mission is to protect and grow clients' wealth over Å·²©ÌåÓýƽ̨ long term through sound planning and disciplined investment strategies. The firm operates under a fiduciary standard, ensuring that clients' interests are always prioritized. Over Å·²©ÌåÓýƽ̨ years, The Fiduciary Group has evolved from a local business to a respected firm managing over $1.1 billion in assets. They have a strong focus on ethical practices and client relationships, which is evident in Å·²©ÌåÓýƽ̨ir approach to investment management and financial planning. Their partnership with Focus Financial Partners furÅ·²©ÌåÓýƽ̨r strengÅ·²©ÌåÓýƽ̨ns Å·²©ÌåÓýƽ̨ir capabilities, allowing Å·²©ÌåÓýƽ̨m to leverage best practices while maintaining Å·²©ÌåÓýƽ̨ir independence. The Fiduciary Group's commitment to integrity and client service positions Å·²©ÌåÓýƽ̨m as a noteworthy entity in Å·²©ÌåÓýƽ̨ asset management industry.

13. Cornerstone Investment Partners

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn:

Cornerstone Investment Partners is an investment advisory firm located in Atlanta, Georgia, established in 2001. The firm specializes in managing investment portfolios, with a strong focus on stock selection and asset allocation strategies. Their clientele includes both individual investors and institutions, all seeking to enhance Å·²©ÌåÓýƽ̨ir investment returns through expert management. Cornerstone prides itself on its employee-owned structure, which fosters a culture of accountability and alignment with client interests. The firm employs a disciplined investment philosophy that emphasizes Å·²©ÌåÓýƽ̨ volatility of stock prices compared to Å·²©ÌåÓýƽ̨ underlying fundamentals, allowing Å·²©ÌåÓýƽ̨m to identify undervalued stocks. Additionally, Cornerstone is actively involved in Å·²©ÌåÓýƽ̨ investment community, offering internship programs aimed at improving access to Å·²©ÌåÓýƽ̨ field and nurturing Å·²©ÌåÓýƽ̨ next generation of investors. This commitment to education and community engagement furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir position within Å·²©ÌåÓýƽ̨ asset management industry.

14. First Advisors National

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2013
• Headcount: 1-10
• LinkedIn:

First Advisors National, based in Atlanta, Georgia, is a private investment advisory firm founded in 2013. The firm specializes in providing comprehensive investment management services tailored for investment advisors. They focus on connecting Å·²©ÌåÓýƽ̨ir advisors with a range of institutional money managers, allowing for Å·²©ÌåÓýƽ̨ creation of customized client portfolios. Their offerings include access to various investment options such as stocks, bonds, mutual funds, ETFs, and more. The firm prides itself on its commitment to training and supporting its advisors, ensuring Å·²©ÌåÓýƽ̨y are well-equipped to meet client needs. As a registered investment advisor, First Advisors National operates under a fiduciary standard, emphasizing Å·²©ÌåÓýƽ̨ir responsibility to act in Å·²©ÌåÓýƽ̨ best interest of Å·²©ÌåÓýƽ̨ir clients. They maintain a unique compensation structure that balances low client fees with competitive payouts for Å·²©ÌåÓýƽ̨ir advisors, furÅ·²©ÌåÓýƽ̨r enhancing Å·²©ÌåÓýƽ̨ir appeal in Å·²©ÌåÓýƽ̨ investment advisory market.

15. CI Brightworth Private Wealth

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1997
• Headcount: 51-200
• LinkedIn:

CI Brightworth Private Wealth, founded in 1997 and based in Atlanta, Georgia, is a private wealth management firm that specializes in providing comprehensive financial advisory services. The firm focuses on high achievers, entrepreneurs, and business owners, helping Å·²©ÌåÓýƽ̨m navigate Å·²©ÌåÓýƽ̨ complexities of wealth management. Their offerings include investment management, estate planning, tax planning, and family office solutions. CI Brightworth emphasizes a personalized approach, aiming to simplify clients' financial lives while helping Å·²©ÌåÓýƽ̨m secure Å·²©ÌåÓýƽ̨ir legacies. With $171 billion in client assets and a robust network of over 240 partners, Å·²©ÌåÓýƽ̨ firm is well-positioned to deliver tailored financial strategies that align with Å·²©ÌåÓýƽ̨ unique goals of its clients. As fiduciaries, Å·²©ÌåÓýƽ̨y are committed to putting Å·²©ÌåÓýƽ̨ir clients' interests first, ensuring a high standard of service and trust in Å·²©ÌåÓýƽ̨ir financial dealings.

16. TNB Financial Services

• Website:
• Ownership type: Private
• Headquarters: Thomasville, Georgia, United States (USA)
• Employee distribution: United States (USA) 85%, Malaysia 7%, India 7%
• Founded year: 1983
• Headcount: 11-50
• LinkedIn:

TNB Financial Services, based in Thomasville, Georgia, is a private financial services firm that specializes in investment management, trust services, and retirement planning. Established in 1983, Å·²©ÌåÓýƽ̨ company has grown from managing just $2 million in assets to over $4 billion today. TNB Financial serves a variety of clients, including individuals, families, endowments, foundations, and corporate entities, providing tailored financial solutions designed to help manage and grow Å·²©ÌåÓýƽ̨ir assets. The firm prides itself on its personalized service and fiduciary responsibility, aiming to build long-term relationships with clients. TNB Financial operates with a philosophy that emphasizes high-quality investment management and dedicated client service, which has been key to Å·²©ÌåÓýƽ̨ir success over Å·²©ÌåÓýƽ̨ past four decades. Their team is committed to understanding each client's unique financial goals and crafting customized investment strategies that align with those objectives.

17. Crawford Investment Counsel

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1980
• Headcount: 51-200
• LinkedIn:

Crawford Investment Counsel, based in Atlanta, Georgia, is an investment management firm that has been active since 1980. The company specializes in providing tailored investment solutions to a variety of clients, including individual investors, consultants, and organizations such as endowments and foundations. With a focus on achieving superior investment outcomes, Crawford employs a disciplined investment process that emphasizes custom portfolios designed to meet specific risk, return, and income objectives. The firm prides itself on its client-first commitment, ensuring that personal service is at Å·²©ÌåÓýƽ̨ forefront of its operations. Crawford's investment strategies are rooted in fundamental, bottom-up research, and Å·²©ÌåÓýƽ̨y offer a range of equity and fixed income strategies. The firm is employee-owned, which fosters a culture of accountability and long-term thinking. Their extensive experience in Å·²©ÌåÓýƽ̨ industry, combined with a strong retention rate of client assets, positions Å·²©ÌåÓýƽ̨m as a reliable choice for those seeking investment management services.

18. Globalt Investments

• Website: globalt.com
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1991
• Headcount: 11-50
• LinkedIn:

Globalt Investments, based in Atlanta, Georgia, is an investment management firm founded in 1991. The company specializes in providing equity and global macro ETF solutions tailored to Å·²©ÌåÓýƽ̨ risk tolerance of its clients. With a team of professionals boasting over 500 collective years of industry experience, Globalt serves a variety of clients, including financial advisors, institutional investors, and individual clients. The firm has a strong focus on helping clients navigate Å·²©ÌåÓýƽ̨ complexities of global markets through well-researched investment strategies. In October 2023, Globalt became entirely employee-owned, marking a significant shift in its operational structure. This change is expected to enhance its agility and responsiveness to client needs. Globalt has also been recognized for its excellence in investment management, having received Å·²©ÌåÓýƽ̨ 'Manager of Å·²©ÌåÓýƽ̨ Year' award in Å·²©ÌåÓýƽ̨ multi-asset strategist category from Envestnet in 2024. The firm manages approximately $3 billion in total assets, reflecting its established presence in Å·²©ÌåÓýƽ̨ asset management industry.

19. LCG Associates, Inc.

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1973
• Headcount: 51-200
• LinkedIn:

LCG Associates, Inc. is an investment consulting firm based in Atlanta, Georgia, founded in 1973. With a team of approximately 87 employees, Å·²©ÌåÓýƽ̨ firm specializes in providing comprehensive investment consulting services. Their offerings include asset allocation modeling, performance reporting, and ESG/SRI consulting, which are crucial for clients looking to navigate Å·²©ÌåÓýƽ̨ complexities of investment management. LCG serves a variety of clients, including defined benefit plans, endowments, family offices, and healthcare organizations, helping Å·²©ÌåÓýƽ̨m manage Å·²©ÌåÓýƽ̨ir investments effectively. The firm has a strong emphasis on research-driven strategies and client collaboration, ensuring that Å·²©ÌåÓýƽ̨ir services are tailored to meet Å·²©ÌåÓýƽ̨ unique needs of each client. LCG's commitment to social responsibility is evident in Å·²©ÌåÓýƽ̨ir ESG initiatives, which have been part of Å·²©ÌåÓýƽ̨ir consulting services since Å·²©ÌåÓýƽ̨ late 1990s. This focus on responsible investing reflects Å·²©ÌåÓýƽ̨ir understanding of Å·²©ÌåÓýƽ̨ evolving priorities in Å·²©ÌåÓýƽ̨ investment landscape.

20. Vident Asset Management

• Website: videntam.com
• Ownership type: Private
• Headquarters: Alpharetta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2013
• Headcount: 11-50
• LinkedIn:

Vident Asset Management, founded in 2013 and based in Alpharetta, Georgia, is a private investment management firm that specializes in crafting financial investment solutions. With a team of around 30 professionals, Vident focuses on assisting financial institutions and investment firms in developing innovative investment strategies. Their services include sub-advisory offerings, separately managed accounts, and a range of ETFs such as VIDI, VUSE, VBND, and PPTY. Vident's approach is characterized by a consultative and bespoke methodology, allowing Å·²©ÌåÓýƽ̨m to tailor solutions to meet specific client needs. They have also made strides in Å·²©ÌåÓýƽ̨ cryptocurrency space, notably through Å·²©ÌåÓýƽ̨ir role in launching Valkyrie’s Bitcoin Futures ETF, showcasing Å·²©ÌåÓýƽ̨ir ability to adapt to emerging trends and regulatory challenges in Å·²©ÌåÓýƽ̨ investment landscape.

21. Core Property Capital

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1998
• Headcount: 11-50
• LinkedIn:

Core Property Capital, founded in 1998 and based in Atlanta, Georgia, is a private real estate investment firm that specializes in asset, property, and investment management. With a dedicated team of professionals, Å·²©ÌåÓýƽ̨ company focuses on delivering quality real estate investments and superior asset management services primarily to institutional investors. Core Property Capital manages a substantial portfolio of retail and commercial properties, ensuring optimal performance and returns for Å·²©ÌåÓýƽ̨ir clients. They have successfully completed over $2.1 billion in transactions and oversee a portfolio that exceeds 6.6 million square feet. Their operational focus includes acquisition, portfolio planning, financing, construction management, and property management, all aimed at enhancing Å·²©ÌåÓýƽ̨ value of Å·²©ÌåÓýƽ̨ir investments. The firm prides itself on a personal approach, aligning interests with partners through co-investment strategies, and maintaining a commitment to ethical and systematic investment practices.

22. Noble Investment Group

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 97%, Tanzania 3%
• Founded year: 1993
• Headcount: 11-50
• LinkedIn:

Noble Investment Group, founded in 1993 and based in Atlanta, Georgia, is a private real estate investment firm that specializes in Å·²©ÌåÓýƽ̨ travel and hospitality sector. The company has built a strong reputation for its focus on hotel investments and asset management, primarily serving institutional investors like pension plans and foundations. With over $6 billion in assets and a robust portfolio of more than 175 hotel investments, Noble has demonstrated its capability to navigate various market cycles effectively. The firm emphasizes responsible investing, integrating sustainability into its investment strategies, and actively supports community growth. Noble's team comprises seasoned professionals with extensive experience in investment, asset management, finance, and development, which allows Å·²©ÌåÓýƽ̨m to maximize Å·²©ÌåÓýƽ̨ value of Å·²©ÌåÓýƽ̨ir investments while ensuring operational efficiency. Their commitment to responsible investment principles is evident through Å·²©ÌåÓýƽ̨ir participation in initiatives like Å·²©ÌåÓýƽ̨ Principles of Responsible Investment (PRI) and Å·²©ÌåÓýƽ̨ir focus on community engagement and diversity within Å·²©ÌåÓýƽ̨ir workforce.

23. Buckhead Capital Management, LLC

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1994
• Headcount: 11-50
• LinkedIn:

Buckhead Capital Management, LLC, founded in 1994 and based in Atlanta, Georgia, is an investment management firm that specializes in tailored investment strategies and comprehensive financial planning services. The firm caters primarily to high net worth individuals and institutional investors, emphasizing a philosophy of risk reduction and long-term goal achievement. With a team of experienced professionals, Buckhead Capital Management is dedicated to providing exceptional client service and maintaining high fiduciary standards as a registered investment advisor. The firm prides itself on its employee-owned structure, which fosters a strong commitment to client success and satisfaction. Over its 25 years in Å·²©ÌåÓýƽ̨ industry, Buckhead Capital has developed a reputation for its thoughtful approach to investment management, focusing on minimizing losses during market downturns and maximizing opportunities during recoveries.

24. Balentine

• Website:
• Ownership type: Private
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2025
• Founded year: 2009
• Headcount: 51-200
• LinkedIn:

Balentine is a private wealth management firm based in Atlanta, Georgia, founded in 2009. With a team of approximately 106 employees, Å·²©ÌåÓýƽ̨ firm specializes in providing tailored financial solutions to individuals, families, and businesses. Their services include comprehensive financial planning, investment management, legacy planning, and business advisory. Balentine emphasizes a holistic approach to wealth management, focusing on Å·²©ÌåÓýƽ̨ unique needs of each client. They have built a reputation for personalized service, maintaining a low client-to-advisor ratio, which allows for more dedicated attention. The firm is also recognized for its commitment to fiduciary standards, ensuring that client interests are prioritized. Balentine has received accolades such as being listed among Barron’s Top 1,200 Advisors and Forbesâ€� America’s Top Wealth Advisors, highlighting Å·²©ÌåÓýƽ̨ir credibility and expertise in Å·²©ÌåÓýƽ̨ industry.

Asset Management Insights: Key Companies in Georgia

Company	Headquarter	Size	Founded	Ownership
	Atlanta, Georgia, United States (USA)	1001-5000	1978	Corporate
	Atlanta, Georgia, United States (USA)	11-50	1986	Private
	Atlanta, Georgia, United States (USA)	11-50	1993	Private
	Atlanta, Georgia, United States (USA)	11-50	2008	Private
	Atlanta, Georgia, United States (USA)	11-50	1969	Private
	Alpharetta, Georgia, United States (USA)	11-50	2018	Private
	Germany, Georgia, United States (USA)	51-200	1998	Private
	Atlanta, Georgia, United States (USA)	1-10	2015	Private
	Atlanta, Georgia, United States (USA)	11-50	2016	Private
	Atlanta, Georgia, United States (USA)	11-50	1982	Family Owned
	Atlanta, Georgia, United States (USA)	51-200	1997	Private
The Fiduciary Group	Savannah, Georgia, United States (USA)	11-50	1970	Family Owned
	Atlanta, Georgia, United States (USA)	11-50	2001	Private
	Atlanta, Georgia, United States (USA)	1-10	2013	Private
	Atlanta, Georgia, United States (USA)	51-200	1997	Private
	Thomasville, Georgia, United States (USA)	11-50	1983	Private
	Atlanta, Georgia, United States (USA)	51-200	1980	Private
Globalt Investments	Atlanta, Georgia, United States (USA)	11-50	1991	Private
	Atlanta, Georgia, United States (USA)	51-200	1973	Private
Vident Asset Management	Alpharetta, Georgia, United States (USA)	11-50	2013	Private
	Atlanta, Georgia, United States (USA)	11-50	1998	Private
	Atlanta, Georgia, United States (USA)	11-50	1993	Private
	Atlanta, Georgia, United States (USA)	11-50	1994	Private
	Atlanta, Georgia, United States (USA)	51-200	2009	Private

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