# Atis

> Atis is a state-registered investment advisory firm in Highland, IN, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 148274
- Filed as: ATIS
- Legal name: Atis, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Highland, IN
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148274
- AdvisorCensus page: https://advisorcensus.com/firm/atis-highland-in-148274

## Quick answers

**How is Atis compensated?**
On its Form ADV (Item 5.E, October 2026), Atis reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Atis located?**
Atis' principal office is in Highland, IN, according to its Form ADV.

**Is Atis registered with the SEC or a state?**
Atis is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148274.

**How much does Atis manage?**
Atis reports $96,274,106 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (3% discretionary).

**What types of clients does Atis serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (229).

**Does Atis report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148274

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $96,274,106
- Discretionary: $3,315,256
- Non-discretionary: $92,958,850

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 229 | $96,274,106 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atiswealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atis (CRD 148274): Form ADV filing data as of October 2026.