# Atlantis Wealth Advisors LLC

> Atlantis Wealth Advisors LLC is an SEC-registered investment advisory firm in Maumee, OH, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 169956
- Filed as: ATLANTIS WEALTH ADVISORS LLC
- Also doing business as: HORNER INVESTMENT GROUP, SOWER WEALTH GROUP, TODD RHINE PLANNING AND FINANCIAL PROFILE CLINIC, INC., YOSEPH FINANCIAL STOREHOUSE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maumee, OH
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169956
- AdvisorCensus page: https://advisorcensus.com/firm/atlantis-wealth-advisors-llc-maumee-oh-169956

## Quick answers

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

**How much does Atlantis Wealth Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Hourly rate: $125 to $350 an hour (Financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Atlantis Wealth Advisors LLC located?**
Atlantis Wealth Advisors LLC's principal office is in Maumee, OH, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Atlantis Wealth Advisors LLC registered with the SEC or a state?**
Atlantis Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169956.

**How much does Atlantis Wealth Advisors LLC manage?**
Atlantis Wealth Advisors LLC reports $150,194,659 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (99% discretionary).

**How have Atlantis Wealth Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Atlantis Wealth Advisors LLC: Regulatory assets under management: $138,367,282 in the October 2021 data and $150,194,659 in the October 2026 data, up 9%. Total employees: 8 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlantis Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (223); corporations or other businesses not listed above (86); high net worth individuals (25).

**Which custodians does Atlantis Wealth Advisors LLC use?**
Atlantis Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions, Interactive Brokers Corp. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Atlantis Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169956

**What changed in Atlantis Wealth Advisors LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in LA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> Generally, fees may vary from 0.50% to 2.00% per annum of the market value of a client’s assets managed by AWA.

- Hourly rate: $125 to $350 an hour (Financial planning)

> Our hourly charge is between $125 and $350 per hour. Fixed fees will be between $0 and $15,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs Custody Solutions
- Interactive Brokers Corp.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $150,194,659
- Discretionary: $148,303,332
- Non-discretionary: $1,891,327

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 223 | $45,960,870 |
| High net worth individuals | 25 | $92,869,537 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $258,807 |
| Charitable organizations | 2 | $1,099,792 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 86 | $10,005,653 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CA, FL, GA, IN, MI, NC, OH, SC, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Elkhart, IN
- Hilton Head Island, SC

### Websites listed on Form ADV (Item 1.I)
- [atlantiswealthadvisors.com](https://atlantiswealthadvisors.com)
- [camelotportfolios.com](https://camelotportfolios.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $138,367,282 | 8 | May 13, 2021 |
| October 2022 | $135,918,161 | 6 | August 2, 2022 |
| October 2023 | $113,052,575 | 4 | March 30, 2023 |
| October 2024 | $141,437,574 | 6 | March 21, 2024 |
| October 2025 | $146,702,423 | 4 | March 18, 2025 |
| October 2026 | $150,194,659 | 4 | March 24, 2026 |

Regulatory assets under management: $138,367,282 in the October 2021 data and $150,194,659 in the October 2026 data, up 9%.
Total employees: 8 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlantis Wealth Advisors LLC (CRD 169956): Form ADV filing data as of October 2026.