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Atlanta Wealth Management
ATLANTA WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1...
Atlanta Wealth Management
ATLANTA WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
Phillip McCroskey
President
Frequently asked questions
Is Atlanta Wealth Management a registered investment advisor open to outside clients?
No. The firm is organized as a single-family office and does not solicit, accept, or manage outside capital. Its sole client is the founding family, and it operates under the family-office exemption from SEC registration.
Who is responsible for investment decisions at the firm?
Phillip McCroskey, as President, oversees the firm's investment activities and has since its founding. The office relies heavily on a network of external fund managers rather than a large in-house investment committee.
What is the source of the family wealth managed by the firm?
The family's wealth originated from an operating company that was built and later exited, though the specific business and industry have not been publicly disclosed. The firm was established to manage the proceeds of that liquidity event.
Does Atlanta Wealth Management invest directly or through funds?
Both. The firm makes direct investments and co-investments, particularly in real estate and private equity, while also committing to external hedge funds and private equity funds on behalf of the family.
How is the family's philanthropy structured relative to the investment office?
The family's charitable giving is conducted through independent foundations and donor-advised funds rather than integrated into Atlanta Wealth Management, maintaining a clear boundary between investment and philanthropic activities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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