Overview
Assets Under Management: $184 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 101
Average Client Assets: $2 million
Frequently Asked Questions
ATLAS INVESTMENT ADVISORS 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 #324861), ATLAS INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
ATLAS INVESTMENT ADVISORS is headquartered in ALPHARETTA, GA.
ATLAS INVESTMENT ADVISORS serves 101 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, ATLAS INVESTMENT ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
ATLAS INVESTMENT ADVISORS manages $184 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, ATLAS INVESTMENT ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 506
Discretionary Accounts: 437
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 324861
Filing ID: 2049081
Last Filing Date: 2026-02-11 12:09:22