# Atlantic Financial

> Atlantic Financial is a state-registered investment advisory firm in Portsmouth, NH, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 159167
- Filed as: ATLANTIC FINANCIAL
- Legal name: Atlantic Financial Asset Management Corp.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portsmouth, NH
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159167
- AdvisorCensus page: https://advisorcensus.com/firm/atlantic-financial-portsmouth-nh-159167

## Quick answers

**How is Atlantic Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Atlantic Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Atlantic Financial located?**
Atlantic Financial's principal office is in Portsmouth, NH, according to its Form ADV.

**Is Atlantic Financial registered with the SEC or a state?**
Atlantic Financial is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 159167.

**How much does Atlantic Financial manage?**
Atlantic Financial reports $614,648 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**Does Atlantic Financial 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/159167

## 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: $614,648
- Discretionary: $614,648
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $614,648 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atlanticfinancial.com
- LinkedIn @atlantic-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlantic Financial (CRD 159167): Form ADV filing data as of October 2026.