Atlas Brown is an SEC registered investment adviser organized as a corporation with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 27, 2026, reports $605M in regulatory assets under management, 9 employees, and 1,194 accounts.
Assets Under Management
$605M
Employees
9
Offices
--
Total Clients
451
Primary office
LOUISVILLE, KY
333 EAST MAIN STREET, SUITE 400, LOUISVILLE, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.0% of total clients.
Top client categories% of clientsClients
1
Individuals
86.0%
388
2
HNWI
11.5%
52
3
Corporations
1.3%
6
4
Charitable
1.1%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$605Mas of March 27, 2026
Discretionary96.6%
$585M
97% of total RAUM96.6%
Non-discretionary3.4%
$20M
3% of total RAUM3.4%
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$605M
Total Accounts1,194
10Y AUM Change+$230M (+61.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee50:1
10Y Employee Change0 (0.0%)
* 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.