AdFi
4G

4612 GROUP, LLC

SEC Registered

Growing and supporting great businesses through partnership and alignment.

ATLANTA, GAhttps://4612group.com(470)-688-4606
Assets Under Management
$500M–$1B
Employees
9
Office Locations
1 office
Total Accounts
9

About the firm

4612 Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission, based in Atlanta, GA.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesState/Municipal

Areas of expertise

Investment AdvisoryBusiness GrowthPartnership

Services

Investment advisory services

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans7$265M

0 total clients reported on Form ADV.

Leadership

Joe Tom King
MANAGING PARTNER
William Calhoun Wren
PARTNER / CHIEF COMPLIANCE OFFICER
Anna Jefcoat Summerlin
CHIEF FINANCIAL OFFICER

Office locations

1 office in 1 state
GA
ATLANTAHQ

Regulatory & compliance

CRD number
#287619
SEC Number
801-118617
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 4612 GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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4612 GROUP, LLC in ATLANTA, GA | AdvisorFinder