Atlanta Capital Group Acquires RIA

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Strategic Move Grows Wealth Advisory Firm’s Assets by $141 Million

David Millican

The acquisition of Optimum Growth Advisors provides Atlanta Capital Group with a platform to expand our presence in New York and Boston.

Optimum Growth Advisors, LLC, a registered investment advisory firm based in New York and Boston, has merged with Atlanta Capital Group, adding $141 million of assets under management, bringing total assets of Atlanta Capital Group to more than $950 million.

Atlanta Capital Group is on track to increase their managed assets to more than $1 billion in 2013 through organic growth. The merger gives the private Atlanta, Ga.-based firm offices in New York and Massachusetts following offices in Atlanta, Birmingham, Ala., and St. Simons, Ga.

“In our previous partnerships we were looking for like-minded advisory firms of a certain size. In addition to that, Optimum Growth Advisors has the added benefit of providing Atlanta Capital Group with a platform to expand our presence in New York and Boston,” said David Millican, Founding Partner, Atlanta Capital Group. “The client experience is our top priority. Our unique combination of disciplined strategies and personalized services will appeal to investors in these world-class markets.”

The Optimum Growth Assets will be positioned on the Atlanta Capital Group platform and founding principles Diane Englert Christian and Karen Japngie have been named managing partners. Christian, a Chartered Financial Analyst, CFA, was a Senior Vice President at the U.S. Trust Company of New York prior to starting Optimum Growth Advisors. Japngie began her career at Paine Webber in New York as a Registered Investment Advisor before being named a Vice President with U.S. Trust Company of New York.

“The Optimum Growth product is a complimentary addition to the Atlanta Capital Group array of financial products as a long-term growth allocation for high net worth portfolios,” said Christian.

“We are looking forward to bringing additional financial services to our clients and prospective clients as well as being able to work with a talented financial team at Atlanta Capital Group,” added Japngie.

Atlanta Capital Group was founded in 2002 by David Millican, Jeffrey Shaver and Jody Young with $82 million in assets. It has become one of the fastest growing registered investment advisories in the Southeast by earning new business, growing clients’ assets and strategic acquisitions.

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Thornton Kennedy

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