Overview
- Headquarters
- Louisville, KY
- Total Firm Assets
- $605 million
- Average High-Net-Worth Client Portfolio Size
- $6.7 million
Fee Disclosure
Source: ATLAS BROWN, INC. ADV PT 2A (2026-03-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 2.00% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | $25,000,000 | 0.60% |
| $25,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $60,000 | 1.20% |
| $10 million | $97,500 | 0.98% |
| $50 million | $312,500 | 0.62% |
| $100 million | $562,500 | 0.56% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 57.81%
- Number of High-Net-Worth Clients
- 52
- Total Client Accounts
- 1,194
- Discretionary Accounts
- 1,164
- Non-Discretionary Accounts
- 30
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 133408
- ATLAS BROWN, INC. ADV PT 2A (2026-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗