Next-Gen + Best-in-State · rank 41 · Atlanta, Georgia · listed firm: Rockefeller Capital Management
Identity & firm
- Firm — Rockefeller Capital Management (high)
- “"currentIAEmployments": [{"firmId": 294197, "firmName": "ROCKEFELLER CAPITAL MANAGEMENT", "iaOnly": "Y", "registrationBeginDate": "2/21/2024"” — sec_finra_regulatory
- “Evan B. Georgiou, CFP®, CIMA®, CPWA® - Rockefeller Capital Management” — firm_official
- Parent company — Rockefeller Capital Management (independent; Viking Global Investors and IGM/Desmarais family are principal outside investors) (medium)
- “Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA) , Securities Investor P” — firm_official
- Firm type — hybrid_ria (high)
- “Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA) , Securities Investor P” — firm_official
- “"firmName": "ROCKEFELLER FINANCIAL LLC", "iaOnly": "N", "registrationBeginDate": "1/18/2019", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Team name — Strategic Wealth Partners (high)
- “EmailCallTeam Website” — firm_official
- “Evan B. Georgiou, CFP®, CIMA®, CPWA® Private Advisor, Managing Director” — firm_official
- Team size — 29 (medium)
- “David Higgins Private Advisor, Managing Director William C. Curtis Private Advisor, Managing Director P. Schuyler Quackenbush Jr., CRPC®, CPWA® Private Advisor, Managing Director Evan B. Georgiou, CFP®, CIMA®, CPWA® Priv” — firm_official
- CRD — 5947447 (high)
- “"basicInformation": {"individualId": 5947447, "firstName": "EVAN", "middleName": "BRADLEY", "lastName": "GEORGIOU", "otherNames": ["EVAN GEORGIOU"], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDat” — sec_finra_regulatory
- Years experience — 15 (high)
- “"daysInIndustryCalculatedDate": "8/15/2011"” — sec_finra_regulatory
- “Evan joined Merrill Lynch in 2011.” — firm_official
- Designations — CFP, CIMA, CPWA (high)
- “Evan is a CERTIFIED FINANCIAL PLANNER™. He has also earned the Certified Investment Management Analyst® (CIMA®) designation and the Certified Private Wealth Advisor designation (CPWA®).” — firm_official
Book of business
- Team AUM ($M) — 2200 (high)
- “Team Assets (Custodied): $2.2B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 32.5 (high)
- “Typical Net Worth of Relationships: $5-60M” — forbes_shook
- Client niche — multigenerational wealth transfer and estate-planning-intensive families (high)
- “He uses his organizational and strategic skills to assist individual clients in developing customized investment strategies designed to help them pursue their multi-generational wealth transfer goals. Evan entrenches him” — firm_official
- Custodians — gap: not_public
- Fee model — fee_plus_commission (medium)
- “Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA) , Securities Investor P” — firm_official
- “Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government ” — firm_official
Positioning & marketing
- Website url — https://www.rockco.com/strategic-wealth-partners/ (high)
- Value proposition (verbatim) — Life’s grandest visions require thoughtful plans. At Strategic Wealth Partners, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. Our team is able to provide solutions to your unique challenges, while providing an elevated level of service. (high)
- “Life’s grandest visions require thoughtful plans. At Strategic Wealth Partners, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. Our team is able t” — firm_official
- Differentiators — boutique focus/nimbleness combined with Rockefeller's institutional platform, holistic advisors plus in-house specialists (CIO, wealth strategist, tax/reporting), family office solutions incl. bill concierge, tax prep, bespoke financial reporting, Rockefeller Lifestyle Advisory access (concierge, healthcare, private aviation, fine art), Next Gen financial education curriculum built with and for the Rockefeller Family (high)
- “At Strategic Wealth Partners, we are holistic advisors and sophisticated specialists, united around a commitment to our clients' wants and needs. We deploy our deep experience and perspective with the focus, nimbleness, ” — firm_official
- “Led by your private advisor, your dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. Bi” — firm_official
- Content marketing — none (medium)
- “IN THE NEWS - July 28, 2026 Rockefeller’s Head of Philanthropy on Incorporating Giving Into Wealth Planning After a Liquidity Event – Featured in Family Wealth Report” — firm_official
- Has podcast — no (medium)
- “Outside the office, Evan enjoys playing golf and soccer and spending time with his wife, Jillian, and two daughters.” — firm_official
- Books published — 0 (medium)
- “Evan received a bachelor’s degree in finance from University of Florida in Gainesville. A resident of Atlanta, he previously served on the finance committee of his homeowners association and volunteers with the Emerging ” — firm_official
- Linkedin url — https://www.linkedin.com/in/evangeorgiou/ (high)
- “Evan Georgiou - Rockefeller Capital Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — no (high)
- “<svg id="Layer_1" data-name="Layer 1" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1” — firm_official
- “
” — firm_official - Logo url — https://rcmbrand.rockco.com/wp-content/uploads/2023/08/RCM-Favicon.svg (medium)
- Visual brand notes — Rockefeller corporate identity: muted bronze-gold wordmark (#84744d) on white, restrained serif/sans pairing, black-and-white headshots, misted map and modern-art texture imagery. No team-level mark. (high)
- “.cls-1, .cls-2 { fill: #84744d; stroke-width: 0px; }” — firm_official
- “data-src="https://rcmbrand.rockco.com/wp-content/uploads/2023/08/Sim-Holmes-BW.webp"” — firm_official
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