{
  "crd_number": 324191,
  "slug": "atlas-324191",
  "primary_business_name": "ATLAS",
  "legal_name": "ATFS ADVISERS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-09-28",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-07-24",
  "carried_forward": false,
  "raum_total": 153858461.0,
  "raum_discretionary": 40331938.0,
  "raum_non_discretionary": 113526523.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 15817422.0,
      "count": 40
    },
    "high_net_worth_individuals": {
      "raum": 136256024.0,
      "count": 7
    },
    "pooled_investment_vehicles": {
      "raum": 1730731.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 54284.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "NC",
    "NE",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WI"
  ],
  "websites": [
    "https://atlasfinancial.com",
    "https://atlasfinancial.medium.com",
    "https://facebook.com/investwithatlas1",
    "https://instagram.com/investwithatlas",
    "https://tiktok.com/@investwithatlas",
    "https://twitter.com/investwithatlas",
    "https://youtube.com/@atlasfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324191",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/atlas-324191",
  "display_name": "Atlas",
  "summary": "Atlas is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.",
  "citation": "AdvisorCensus. Atlas (CRD 324191): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Atlas compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Atlas reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Is Atlas registered with the SEC or a state?",
      "a": "Atlas is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324191."
    },
    {
      "q": "How much does Atlas manage?",
      "a": "Atlas reports $153,858,461 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (26% discretionary)."
    },
    {
      "q": "How have Atlas' assets and staff changed since 2023?",
      "a": "In the Form ADV data for Atlas: Regulatory assets under management: $13,408 in the October 2024 data and $153,858,461 in the October 2026 data, up 1147412%. Total employees: 6 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Atlas serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (7); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Atlas use?",
      "a": "Atlas' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Atlas report any disciplinary disclosures?",
      "a": "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/324191"
    },
    {
      "q": "Does Atlas state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 23, 2026 says: \"ATFS typically imposes a minimum account size of $250,000 before executing an investment management agreement, however, this minimum may be waived on a case-by-case basis.\""
    },
    {
      "q": "What changed in Atlas' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in KY, MD, NE, SC."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2023-10-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 13408.0,
      "total_employees": 6,
      "filing_date": "2024-09-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 121329112.0,
      "total_employees": 8,
      "filing_date": "2025-07-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 153858461.0,
      "total_employees": 8,
      "filing_date": "2026-07-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in KY, MD, NE, SC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $121,329,112 to $153,858,461 (+27%).",
        "Added an office in Wellington, FL.",
        "Added an office in West Palm Beach, FL.",
        "No longer lists an office in Madison, WI."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "ATFS typically imposes a minimum account size of $250,000 before executing an investment management agreement, however, this minimum may be waived on a case-by-case basis."
        ]
      }
    ],
    "quotes": [
      "ATFS typically imposes a minimum account size of $250,000 before executing an investment management agreement, however, this minimum may be waived on a case-by-case basis."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/atlas-324191.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 15817422.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 136256024.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1730731.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 54284.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324191",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}