Decatur Capital Management, Inc. (Decatur)

Name: Decatur Capital Management, Inc.
Address: 150 East Ponce De Leon Avenue, Decatur, GA, 30030 2547
Telephone: 404-270-9838

Decatur Capital Management, Inc. is a large advisory firm based in Decatur. It manages $518.99 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Georgia and Illinois.

Decatur Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Decatur Capital Management: assets under management

The assets under management (AUM) of Decatur Capital Management, Inc. is $518.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1925% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $518.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.96 million each.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Decatur Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Rosanne Sarah Lissow serves?

The firm provides services to individuals, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Rosanne Sarah Lissow is state or municipal government entities with 6 clients and $447.33 million of assets under management. Among the 11 most similar advisory firms, Decatur Capital Management has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $518.99 million for 19 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Decatur Capital Management doesn't advise any private funds.

Careers at Decatur Capital Management, Inc.

The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Rosanne Sarah Lissow has been acting as President since 1 Jul 2014. Shayne Mathew John joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Degas A Wright	Chief executive officer	1 Jun 1998	50% - 75%	3119287
Ralph Johnson Bryant	Chief compliance officer	1 Jan 1999	25% - 50%	1786983
Elizabeth Y Crenshaw	Chief operating officer	1 Apr 2013	Other	6226715
Shayne Mathew John	Portfolio manager	1 May 2013	Other	3124595
Rosanne Sarah Lissow	Director	1 Jul 2014	Other	2653386

Based in Decatur

The principal office where Decatur Capital Management, Inc. performs its advisory services is located at 150 East Ponce De Leon Avenue, Decatur, GA 30030 2547, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-270-9838 or by fax 404-270-9840. The normal business hours are 9 am to 4 pm on Monday - Friday. You can find more information about the New York firm at decaturcapital.com.