4G
4612 GROUP, LLC
SEC RegisteredATLANTA, GAhttps://4612group.com(470)-688-4606
Assets Under Management
$500M–$1B
Employees
9
Office Locations
1 office
Total Accounts
9
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 7 | $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
Website
4612group.comPhone
(470)-688-4606Find an advisor that fits
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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.