Atlas Fiduciary Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Concord, NH. Its latest Form ADV filing, dated February 12, 2026, reports $269M in regulatory assets under management, 6 employees, 2 offices, and 122 accounts.
Assets Under Management
$269M
Employees
6
Offices
2 offices
Total Clients
132
Primary office
CONCORD, NH
123 N. STATE STREET, UNIT 1, CONCORD, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.1% of total clients.
Top client categories% of clientsClients
1
Individuals
84.1%
111
2
Pension Plans
8.3%
11
3
HNWI
7.6%
10
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$269Mas of February 12, 2026
Discretionary45.7%
$123M
46% of total RAUM45.7%
Non-discretionary54.3%
$146M
54% of total RAUM54.3%
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.
Total AUM$269M
Total Accounts122
10Y AUM Change+$269M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee22:1
10Y Employee Change+4 (+200.0%)
* 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.