| Total AUM | $749.52B |
| Discretionary | $730.50B97% of AUM |
| Non-Discretionary | $19.01B |
| Client Accounts | 82,498 |
| Avg Account Size | $9.1M |
| Employees | 2,804 |
| Peak AUM | $804.87BMar 2022 |
| AUM CAGR | +9.3% /yrover 25 yrs · 140 filings |
Total AUM
$749.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $749.5B | 1.0% | +0.5% | +1.3% | |
| Discretionary AUM | $730.5B | 1.9% | 0.2% | +0.9% | |
| Non-Disc. AUM | $19.0B | +50.9% | +69.3% | +37.7% | |
| Total Accounts | 82k | +34.7% | +35.8% | +25.9% | |
| Avg Account Size | $9M | 26.5% | 26.0% | 19.5% | |
| Employees | 3k | 2.4% | 2.9% | 2.3% | |
| AUM / Employee | $267M | +1.4% | +3.5% | +3.7% | |
Client AUM Segments | |||||
| Institutional AUM | $144.8B | 2.6% | 1.0% | +4.5% | |
| Fund / Pooled AUM | $588.6B | 1.2% | +0.6% | +0.7% | |
| Other AUM | $16.1B | +31.0% | +12.5% | 0.9% | |
Client Count Segments | |||||
| Institutional | 216 | 6.9% | 4.9% | 0.3% | |
| Pooled / Fund | 398 | 10.8% | 7.6% | 5.0% | |
| Total AUM | $749.52B |
| Discretionary | $730.50B |
| Employees | 2804 |
| Client Accounts | 82498 |
| Client Range | 0 |
Address
1331 SPRING STREET NW
ATLANTA GA 30309
Phone
404-892-0896
Filing History
140 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$730.5B
97.5% of AUM
Non-Discretionary
$19.0B
2.5% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
Custody