Overview
Assets Under Management: $121 million
High-Net-Worth Clients: 15
Average Client Assets: $8 million
Frequently Asked Questions
ATLAS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324191), ATLAS is subject to fiduciary duty under federal law.
ATLAS serves 15 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, ATLAS offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
ATLAS manages $121 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, ATLAS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.99
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 84
Discretionary Accounts: 74
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 324191
Filing ID: 2046722
Last Filing Date: 2026-01-30 15:34:03