ALPHARETTA, GACRD 324861Latest ADV February 11, 2026
Atlas Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated February 11, 2026, reports $184M in regulatory assets under management, 2 employees, 3 offices, and 506 accounts.
Assets Under Management
$184M
Employees
2
Offices
3 offices
Total Clients
116
Primary office
ALPHARETTA, GA
11720 AMBER PARK DR #160, ALPHARETTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.1% of total clients.
Top client categories% of clientsClients
1
HNWI
87.1%
101
2
Individuals
12.9%
15
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of February 11, 2026
Discretionary86.6%
$159M
87% of total RAUM86.6%
Non-discretionary13.4%
$25M
13% of total RAUM13.4%
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.
Total AUM$184M
Total Accounts506
10Y AUM Change+$83M (+82.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee58:1
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.