Chip B. Reed

ATLANTA CAPITAL

ATLANTA, GA 30309

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CRD#: 4655361

Professional summary

Chip B Reed, who also goes by Charles Bass Reed, Chip Reed, is a registered financial advisor currently at ATLANTA CAPITAL located in Atlanta, Georgia.

Chip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Chip has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Bass Reed | Chip Reed

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chip B Reed's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 30, 2003 - Present

ATLANTA CAPITAL

Office #1: 1349 West Peachtree St. Suite 1600, Atlanta, GA 30309

RIA

CRD#: 116719

ATLANTA, GA

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".

ATLANTA CAPITAL

ATLANTA CAPITAL | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.

CRD#: 116719 / SEC#: 801-60673

RIA

Registered Investment Advisory firm - (9/30/2001 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/30/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ATLANTA CAPITAL

ATLANTA CAPITAL | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.

CRD#: 116719 / SEC#: 801-60673

RIA

Registered Investment Advisory firm - (9/30/2001 Approved)

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Contact information

Main Address

1075 Peachtree Street Ne Suite 2100, Atlanta, GA 30309-3912

Mailing Address

Phone number

(404) 876-9411

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATLANTA CAPITAL FORM ADV PART 2A BROCHURE (6/18/2025)

Regulatory assets under management

Total Number of Accounts	11,959
AUM (Assets Under Management)	$ 36,284,382,111

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Chip B. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chip B Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLANTA CAPITAL

Primary Firm SEC Registration

ATLANTA CAPITAL

State Registrations and Notice Filings

Exams

Current Firm

ATLANTA CAPITAL

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLANTA CAPITAL

TRUST BUT VERIFY

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