Atlas is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 14, 2026, reports $154M in regulatory assets under management, 8 employees, 7 offices, and 52 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
40
2
HNWI
14.6%
7
3
Pooled Investment Vehicles
2.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of April 14, 2026
Discretionary26.2%
$40M
26% of total RAUM26.2%
Non-discretionary73.8%
$114M
74% of total RAUM73.8%
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$154M
Total Accounts52
10Y AUM Change+$154M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee6:1
10Y Employee Change+3 (+60.0%)
* 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.