# Atlantis Investment Coaching, LLC

> Atlantis Investment Coaching, LLC is a state-registered investment advisory firm in San Juan, PR, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 145416
- Filed as: ATLANTIS INVESTMENT COACHING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Juan, PR
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145416
- AdvisorCensus page: https://advisorcensus.com/firm/atlantis-investment-coaching-llc-san-juan-pr-145416

## Quick answers

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

**Where is Atlantis Investment Coaching, LLC located?**
Atlantis Investment Coaching, LLC's principal office is in San Juan, PR, according to its Form ADV.

**Is Atlantis Investment Coaching, LLC registered with the SEC or a state?**
Atlantis Investment Coaching, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 145416.

**How much does Atlantis Investment Coaching, LLC manage?**
Atlantis Investment Coaching, LLC reports $58,426,773 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (0% discretionary).

**What types of clients does Atlantis Investment Coaching, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (55); individuals (other than high net worth individuals) (51); high net worth individuals (14).

**Does Atlantis Investment Coaching, LLC 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/145416

**What changed in Atlantis Investment Coaching, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NJ.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $58,426,773
- Discretionary: $0
- Non-discretionary: $58,426,773

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $6,201,060 |
| High net worth individuals | 14 | $31,438,789 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 55 | $20,429,123 |
| Corporations or other businesses not listed above | 2 | $357,801 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2007 (18 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atlantis.breakthroughinvesting.com
- atlantiscoaching.com
- Facebook @savinginvestors
- Instagram @atlantiscoaching
- LinkedIn @atlantis-investment-coaching-llc
- X @savinginvestors

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlantis Investment Coaching, LLC (CRD 145416): Form ADV filing data as of October 2026.