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West Paces Advisors, Inc.

Updated today

Client assets under management

$997,839,872

Clients

251

71% high-net-worth

Advisors

4

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

63

Typical

Average account size

$3,975,458

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

Portfolio management Pension consulting Selection of other advisers Trusted advisor services

Expertise

Wealth management Private / alternative investments Active portfolio management Real estate investing

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Fee options

Percentage

$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%

Other

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 location

West Paces Advisors, Inc.

3284 Northside Parkway, N.W., Suite 485

Atlanta GA 30327, United States

Number of offices

1

Most active in

California · Florida · Georgia · Nebraska · New Hampshire · New York · North Carolina · South Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan F

CFP®, CFA®, Series 66

Atlanta, GA

West Paces Advisors, Inc.

Ryan Floyd is a CFP®, CFA®, and Series 66–licensed advisor with eight years of industry experience. He has been with West Paces Advisors, Inc. since 2016 and previously worked at Northern Trust Company from 2013 to 2016. Ryan operates out of Atlanta, GA, as part of a four-advisor team at West Paces Advisors. 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 using customized investment programs that blend index, engineered, and active strategies, including opportunistic trades and non-traditional investments for qualified investors.

Wealth management Private / alternative investments Active portfolio management Real estate investing
user avatar

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.

Wealth management Private / alternative investments Active portfolio management Real estate investing
user avatar

George C

CFA®, Series 63

Atlanta, GA

West Paces Advisors, Inc.

George Crews is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at West Paces Advisors, Inc. since 2018. Prior to this, he worked at West Paces Advisors, LLC from 2015 to 2017. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm uses customized investment programs implemented primarily on a discretionary basis, incorporating a range of strategies including index, engineered, and active approaches, and manages nearly $1 billion in discretionary assets.

Wealth management Private / alternative investments Active portfolio management Real estate investing
user avatar

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.

Wealth management Private / alternative investments Active portfolio management Real estate investing
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