METCALF INVESTMENT MANAGEMENT, LLC

METCALF INVESTMENT MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 307993). Regulatory assets under management: $2.6M.

Registration

• CRD: 307993
• Type: Registered investment adviser
• Location: 400 GALLERIA PKWY, ATLANTA, GA, 30339
• Phone: 404-606-3790
• Latest filing: 2026-06-25
• Regulatory AUM: $2.6M
• Discretionary AUM: $2.6M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307993 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search