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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ATLANTA CONSULTING GROUP Advisers, LLC CRD Number: 288169OtherThanAnnual

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How to fill out form advinvestorgovform adv part

01

To fill out Form ADV Part, follow these steps:

02

Start by entering the name of your investment adviser firm, along with its CRD Number in Section 1.

03

Proceed to Section 2, where you will provide information about your business, such as your address, phone number, and email.

04

In Section 3, you need to disclose any other locations where you conduct investment advisory activities.

05

Fill out Section 4 by describing the ownership structure and organizational details of your firm.

06

Section 5 requires you to disclose any conflicts of interest your firm may have.

07

In Section 6, provide details about your firm's disciplinary history, if applicable.

08

Proceed to Section 7, where you will provide information about your firm's compensation structure.

09

In Section 8, provide details about the types of clients your firm typically serves.

10

Section 9 requires you to disclose any additional business activities your firm may engage in.

11

Sign and date the form, and make sure to retain a copy for your records.

Who needs form advinvestorgovform adv part?

01

Form ADV Part is required by investment advisers who are registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. It is a comprehensive disclosure document that provides information about the adviser's business practices, potential conflicts of interest, and disciplinary history. The form helps the SEC and clients assess the adviser's qualifications and investment strategies.

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What is form advinvestorgov form adv part?

Form ADV Part is a required filing used by investment advisers to register with the Securities and Exchange Commission (SEC) and state securities authorities.

Who is required to file form advinvestorgov form adv part?

Investment advisers who manage more than $25 million in assets must file Form ADV with the SEC. Otherwise, they must file with the state securities authorities.

How to fill out form advinvestorgov form adv part?

Form ADV Part must be filled out online through the Investment Adviser Registration Depository (IARD) system. It requires information about the adviser's business, ownership, clients, employees, and any disciplinary history.

What is the purpose of form advinvestorgov form adv part?

The purpose of Form ADV Part is to provide transparency for both regulators and potential clients regarding the business operations and conflicts of interest of investment advisers.

What information must be reported on form advinvestorgov form adv part?

Information such as assets under management, types of clients, fee schedules, business practices, potential conflicts of interest, and disciplinary history must be reported on Form ADV Part.

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