Unclaimed Profile

Robert C Atkinson

PFM CAPITAL MANAGEMENT LLC·SANDY SPRINGS, Georgia

Series 6523 years registeredPFM CAPITAL MANAGEMENT LLC

PERIMETER RIDGE 750 HAMMOND DR, SANDY SPRINGS, GA 30328CRD# 2455491Firm CRD# 106390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert C Atkinson · SANDY SPRINGS, GA

Registration

CRD #2455491 · PFM CAPITAL MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PFM CAPITAL MANAGEMENT LLC

ACG WEALTH, INC.

Sep 2013 – Aug 2017

Seabrook Island, SC

PFM CAPITAL HOLDINGS, LLC

Feb 2013 – Dec 2013

ATLANTA, GA

PFM CAPITAL MANAGEMENT LLC

Mar 2003 – Mar 2013

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 31, 2003

Years registered · 23

Disclosure History

2005Civil·Final

2005Customer Dispute·Dismissed

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PFM CAPITAL MANAGEMENT LLC

CRD 106390 · SEC 801-44165

AUM

$167M

Regulatory assets under management

Employees

135 client accounts

Services offered by PFM CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PFM CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Robert C Atkinson offer?

Robert C Atkinson specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert C Atkinson's credentials?

Robert C Atkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert C Atkinson located?

Robert C Atkinson is based in SANDY SPRINGS, Georgia, last registered with PFM CAPITAL MANAGEMENT LLC.

How does Robert C Atkinson charge for services?

Robert C Atkinson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFM CAPITAL MANAGEMENT LLC?

PFM CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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