Asset manager · Atlanta, GA
4612 Group, LLC
SEC-registered investment adviser · CRD 287619 · SEC 801-118617
At a glance
4612 Group, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $773 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is other. By Form ADV it is a asset manager, ranked 1,483rd of 3,218 asset managers and 6,224th of 17,210 SEC-registered advisers by assets.
Main office 470-688-46064612group.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $773M
- Rank among asset managers
- #1,483 of 3,218
- Rank among all SEC RIAs
- #6,224 of 17,210
- Rank in Georgia
- #117 of 331
- Clients
- 9
- Accounts
- 9
- Discretionary
- 34% of AUM
- Employees
- 9
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Joe T. KingManaging Partner
- William C. WrenPartner
- Tyler B. GarellPartner
- Jonathan T. MoravecPartner
- Robert T. BrunstingChief Compliance Officer / Partner
Custody and brokerage
2 custodians
- Merrill / Bank of America$184M74%
- Northern Trust$63M26%
Other RIAs using Merrill / Bank of AmericaOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 2 | $508M | 66% |
| Pooled investment vehicles | 7 | $265M | 34% |
Private funds
4612 Group, LLC reports 7 private funds with $265M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
4612 Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗4612group.com ↗
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The full record on 4612 Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 1,022 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does 4612 Group, LLC manage?
4612 Group, LLC reports $773 million in regulatory assets under management across 9 accounts, 34% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is 4612 Group, LLC?
4612 Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are 4612 Group, LLC’s clients?
By assets, its largest client types are other ($508 million, 2 clients); pooled investment vehicles ($265 million, 7 clients).
Does 4612 Group, LLC manage private funds?
Yes. It reports 7 private funds with $265 million in gross assets, including other private funds.
Does 4612 Group, LLC have any disciplinary history?
4612 Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is 4612 Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →