Atlanta Wealth Management

Atlanta Wealth Management

Founded in Atlanta, Georgia, this single-family office traces its origins to the capital created by an operating business exit, managed since inception by Phillip McCroskey as President. The firm does not seek outside clients and maintains no public-facing marketing presence — consistent with the predominant discretion model among established Southeastern family offices. The office manages a diversified portfolio spanning public equity, private equity, hedge fund commitments, and real estate. It invests directly on behalf of the family rather than raising third-party funds, and its activity includes direct co-investments alongside private equity sponsors as well as separately managed accounts with external managers. While specific portfolio holdings are not publicly disclosed, the firm's tax filings confirm substantial allocations to private funds and direct real asset holdings, consistent with a multi-asset family office strategy. The Atlanta office houses a lean team under McCroskey's leadership, with no additional offices reported. The structure reflects a preference for external manager relationships over large in-house investment teams — a common architecture for single-family offices of this generation and geography. The family's philanthropic giving, when conducted, appears to flow through separate charitable vehicles rather than through the office itself. Structurally, Atlanta Wealth Management represents the classic single-family office model adapted to the Southeast: a low-cost, high-trust structure that relies more on long-standing external manager relationships than on large internal deal teams. The office's multi-decade tenure under the same leadership suggests a stable succession outlook, with the firm functioning as a permanent capital vehicle aligned entirely with one family's balance sheet and time horizon.