Robert A. Brewer
ATLANTA CONSULTING GROUP ADVISORS | Sr. Vice President, Wealth Management
LEXINGTON, KY 40508
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CRD#: 2285559
Professional summary
Robert A. Brewer, AIF®, who also goes by Rob Brewer, Robert A A Brewer, is a registered financial advisor currently at ATLANTA CONSULTING GROUP ADVISORS, LLC located in Lexington, Kentucky and KINGSWOOD CAPITAL PARTNERS, LLC located in Lexington, Kentucky.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
Question & Answer
What are your service offerings?
Loans/credit services
Trust & estate planning
Philanthropic services
Financial planning
Institutional consulting
Insurance
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Rob Brewer | Robert A A Brewer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) AgriCapture - Yes - 1 Music Cir S Ste 320, Nashville, TN 37203 - Powering sustainable supply chains - Passive investor - 01/02/2022 - 0-1hr/mo - 0-1hr/mo during trading hrs - Passive investor 2) ATL Consulting Group - Yes - 309 E Paces Ferry Rd Ste 600 ATL, GA 30305 - RIA - Associate Partner/Director of Private Wealth - 07/01/2023 - 80hrs/mo - 65hrs/mo during trading hrs - Advisor for ACG 3) Idle Hour Country Club - No - 1815 Richmond Rd, Lexington, KY 40502 - Private country Club - Advisory Board - 10/28/ - 0-1hr/mo - 0-1hr/mo during trading hrs - Serve on board of gov, local country club, it is a social club 4) POA for Katherine Brewer - Yes - 325 Holiday Rd, Lexington, KY 40502 - POA for mother - POA - 06/23/2015 - 0-1hr/mo - 0-1hr/mo during trading hrs - Succcessor POA for mother 5) LandFund Partners IV LP - Yes - 1005 17th Ave S, STE 6, Nashville, TN 37212 - Institutional farmland investment manager - Passive investor - 05/04/2018 - 0-1hr/mo - 0-1hr/mor during trading hrs - passive investor 6) The Lexington Cemetery - No - 833 W Mains St, Lexington KY 40508 - Private non-profit cemetry & arboretum - Board Member - 09/01/2015 - 0-1hr/mo - 0-1hr/mo during trading hrs - Board member, mainly overseeing budget of operations
CRS (Client Relationship Summary) - RIA
Click below to view Robert A. Brewer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 2, 2023 - Present
ATLANTA CONSULTING GROUP ADVISORS, LLC
Office #1: 340 South Broadway Suite 100, Lexington, KY 40508RIA
CRD#: 288169
LEXINGTON, KY
Current
June 30, 2023 - Present
KINGSWOOD CAPITAL PARTNERS, LLC
Office #1: 340 South Broadway Ste 100, Lexington, KY 40508BD
CRD#: 288898
Lexington, KY
Past
June 23, 2023 - June 27, 2023
KINGSWOOD CAPITAL PARTNERS, LLC
BD
CRD#: 288898
SAN DIEGO, CA
Past
February 13, 2013 - July 7, 2023
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
LEXINGTON, KY
Past
February 13, 2013 - July 7, 2023
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
LEXINGTON, KY
Past
February 20, 2007 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
LEXINGTON, KY
Past
October 2, 1998 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
LEXINGTON, KY
Past
November 27, 1992 - October 6, 1998
J.J.B. HILLIARD, W.L. LYONS, LLC
BD
CRD#: 453
LOUISVILLE, KY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ATLANTA CONSULTING GROUP ADVISORS, LLC
ATLANTA CONSULTING GROUP ADVISORS, LLC | BREWER PRIVATE WEALTH
CRD#: 288169 / SEC#: 801-112054
RIA
Registered Investment Advisory firm - (11/21/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/11/2023)
RR
California(6/30/2023)
RR
Colorado(6/30/2023)
RR
Connecticut(7/10/2023)
RR
District of Columbia(6/30/2023)
RR
Florida(6/30/2023)
RR
Georgia(7/13/2023)
RR
Illinois(11/8/2023)
RR
Indiana(7/10/2023)
RR
Kentucky(7/7/2023)
IAR
Kentucky(7/7/2023)
RR
Louisiana(11/17/2023)
RR
Maine(7/10/2023)
RR
Massachusetts(7/5/2023)
RR
Mississippi(6/30/2023)
RR
Missouri(6/30/2023)
RR
New Jersey(6/30/2023)
RR
New York(6/30/2023)
RR
North Carolina(7/12/2023)
RR
Ohio(6/30/2023)
RR
Pennsylvania(7/10/2023)
RR
South Carolina(7/12/2023)
RR
South Dakota(7/25/2023)
RR
Tennessee(6/30/2023)
RR
Texas(6/30/2023)
IAR
Texas(7/2/2023)
RR
Utah(6/30/2023)
RR
Vermont(6/30/2023)
RR
Virginia(7/10/2023)
RR
West Virginia(6/30/2023)
RR
Wisconsin(7/6/2023)
RR
Wyoming(6/30/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AC
ATLANTA CONSULTING GROUP ADVISORS, LLC
ATLANTA CONSULTING GROUP ADVISORS, LLC | BREWER PRIVATE WEALTH
CRD#: 288169 / SEC#: 801-112054
RIA
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Contact information
Main Address
5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342
Mailing Address
Phone number
(888) 317-2810
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,836 |
| AUM (Assets Under Management) | $ 13,586,544,360 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ATLANTA CONSULTING GROUP ADVISORS, LLC
Sr. Vice President, Wealth ManagementCRD#: 288169Lexington, KY 40508TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
