West Paces Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$997,839,872
Clients
251
Advisors
4
of 7 employees
About
West Paces Advisors provides discretionary investment management, wealth advisory and retirement-plan consulting to high‑net‑worth individuals and families as well as institutional clients such as endowments, foundations and pension/profit‑sharing plans. The firm’s Form ADV reports roughly $996.5 million in discretionary assets under management, additional non‑discretionary assets, and about $137.5 million overseen through its Trusted Advisor oversight services, with a typical account minimum around $3 million.
The firm builds a customized “Investment Program” for each client and generally implements it on a discretionary basis, using index, engineered or active strategies and engaging third‑party managers or model portfolios where appropriate. Portfolios are managed with a long‑term orientation but may include opportunistic shorter‑term trades and, for qualified investors, allocations to non‑traditional investments or private placements.
Noteworthy distinctions include the firm’s documented use of borrowing within separately managed accounts, a practice that is relatively uncommon among similar team firms, and its explicit offering of ERISA fiduciary services—potentially including 3(38) discretionary retirement plan management. The firm also operates with a compact advisory team relative to its near‑billion‑dollar discretionary footprint and provides formal financial oversight for externally managed portfolios.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.25% $0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $3,000,000 Fee-only: Investment advisory fees based on percentage of assets under management per tiered schedule; Trusted Advisor services charged separately.
Main office
3284 Northside Parkway, N.W., Suite 485
Atlanta GA 30327
Advisors at this office
4
Most active in
California · Florida · Georgia · Nebraska · New Hampshire · New York · North Carolina · South Carolina · Tennessee · Texas
Also doing business as
West Paces Advisors, Inc. · West Paces Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan F
CFP®, CFA®, Series 66
Atlanta, GA
West Paces Advisors, Inc.
Ryan Floyd is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He has been with West Paces Advisors, Inc. since 2016, currently serving as part of a four-advisor team in Atlanta, GA. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm manages nearly $1 billion in discretionary assets and offers customized investment programs implemented through index, engineered, or active strategies, including access to non-traditional investments for qualified investors.
Geoffrey G
CFP®, Series 66
Atlanta, GA
West Paces Advisors, Inc.
Geoffrey Gober is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked with West Paces Advisors, Inc. since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Bank. West Paces Advisors, Inc. provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm builds customized investment programs employing a range of strategies and offers ERISA fiduciary services, managing nearly $1 billion in discretionary assets.
George C
CFA®, Series 63
Atlanta, GA
West Paces Advisors, Inc.
George Crews is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with West Paces Advisors, Inc. since 2018 and worked at West Paces Advisors, LLC from 2015 to 2017. Based in Atlanta, GA, he is part of a four-advisor team. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients including endowments and pension plans. The firm employs a customized investment approach using a mix of index, engineered, and active strategies, with a focus on long-term management that can include opportunistic trades and non-traditional investments for qualified investors.
John O
CFA®, Series 65
Atlanta, GA
West Paces Advisors, Inc.
John Oglesby is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at West Paces Advisors, Inc. in Atlanta, GA. He has been with the West Paces organization in various capacities since 2015. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm constructs customized investment programs using a combination of index, engineered, and active strategies, managing portfolios with a long-term orientation while incorporating opportunistic trades and non-traditional investments where appropriate.
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