State-registered wealth management firm Broker-dealer affiliated
Family Capital Advisors, LLC
As of its Form ADV filed January 20, 2026, Family Capital Advisors, LLC, a state-registered, broker-dealer affiliated wealth management firm in Atlanta, Georgia, reported $66.0 million in regulatory assets under management across 144 accounts, ranking #281 among all wealth firms in Georgia by assets.
Registration
- Registration
- State-registered, Approved
- CRD number
- 291257
- SEC file number
- None (state-registered)
- Registered since
- March 15, 2018
- Latest Form ADV filing
- January 20, 2026
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $66.0 million
- Discretionary
- $54.0 million (81.8%)
- Non-discretionary
- $12.0 million
- Accounts
- 144 (124 discretionary)
- Clients
- 89, approximate as reported
- Employees
- 2
- Advisory staff
- 2 performing investment advisory functions
- Average account
- $458,333
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- Not reported
Broker-dealer affiliated. The firm is itself a broker-dealer as well as an investment adviser (Form ADV Item 6.A(1)). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 7, 2026 | $66.0 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 62 clients | $36.0 million | |
| High net worth individuals 7 clients | $18.0 million | |
| Insurance companies 20 clients | $12.0 million |
How the firm is paid
- A percentage of assets under management
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Broker-dealer
- Registered representative of a broker-dealer
Financial industry affiliations (Item 7.A)
- Insurance company or agency
Custody (Item 9)
The firm reported custody of client cash or securities, $33.0 million in total.
Investment adviser representatives
- IARs registered with the firm
- 2
- Also registered through a broker-dealer
- 2
- Employees who are IARs (Form ADV 5.B(3))
- 2
Designations held by the firm's IARs: CFP 2.
0 of the firm's 2 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
Our source has no Form ADV Item 11 detail for this firm. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Georgia
| Firm | City | RAUM |
|---|---|---|
| NTV Asset Management, LLC | Marietta | $67.5 million |
| Riverside Investment Management, Inc. | Atlanta | $66.4 million |
| Kam-South, LLC | Atlanta | $66.0 million |
| Swords Capital Management, LLC | Blue Ridge | $65.0 million |
| Momentum Wealth Management | Columbus | $64.6 million |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Family Capital Advisors, LLC on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: familyca.com
- Wealth management firms in Georgia
Firm data as of October 7, 2026, from IA_FIRM_STATE_Feed_10_07_2026.xml.gz. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 7, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.