SAN FRANCISCO, CACRD 127036Latest ADV March 31, 2026
Atlas Capital Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.1B in regulatory assets under management, 10 employees, and 409 accounts.
Assets Under Management
$1.1B
Employees
10
Offices
--
Total Clients
157
Primary office
SAN FRANCISCO, CA
38 KEYES AVE SUITE 200, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.2% of total clients.
Top client categories% of clientsClients
1
HNWI
59.2%
93
2
Individuals
28.0%
44
3
Charitable
8.3%
13
4
Corporations
3.2%
5
5
Pooled Investment Vehicles
1.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 31, 2026
Discretionary92.1%
$1.1B
92% of total RAUM92.1%
Non-discretionary7.9%
$91M
8% of total RAUM7.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts409
10Y AUM Change+$730M (+174.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee16:1
10Y Employee Change+1 (+11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.