Atlasmark Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated January 12, 2026, reports $229M in regulatory assets under management, 1 employee, and 374 accounts.
Assets Under Management
$229M
Employees
1
Offices
--
Total Clients
133
Primary office
AUSTIN, TX
12466 LOS INDIOS TRAIL, SUITE 200, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
84
2
HNWI
26.3%
35
3
Pension Plans
6.0%
8
4
Charitable
3.0%
4
5
Corporations
1.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$229Mas of January 12, 2026
Discretionary100.0%
$229M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$229M
Total Accounts374
10Y AUM Change$-123M (-35.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee133:1
10Y Employee Change-13 (-92.9%)
* 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.