# Atlas

> 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.

- CRD: 324191
- Filed as: ATLAS
- Legal name: Atfs Advisers LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324191
- AdvisorCensus page: https://advisorcensus.com/firm/atlas-324191

## Quick answers

**How is Atlas compensated?**
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.

**Is Atlas registered with the SEC or a state?**
Atlas is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324191.

**How much does Atlas manage?**
Atlas reports $153,858,461 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (26% discretionary).

**How have Atlas' assets and staff changed since 2023?**
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.

**What types of clients does Atlas serve?**
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).

**Which custodians does Atlas use?**
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.

**Does Atlas 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/324191

**Does Atlas state an account minimum?**
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."

**What changed in Atlas' recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in KY, MD, NE, SC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 23, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

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: $153,858,461
- Discretionary: $40,331,938
- Non-discretionary: $113,526,523

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $15,817,422 |
| High net worth individuals | 7 | $136,256,024 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,730,731 |
| Corporations or other businesses not listed above | Fewer than 5 | $54,284 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, CT, FL, GA, IL, KY, LA, MA, MD, MI, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- El Segundo, CA
- Wellington, FL
- West Palm Beach, FL
- Wynnewood, PA

### Websites listed on Form ADV (Item 1.I)
- atlasfinancial.com
- atlasfinancial.medium.com
- Facebook @investwithatlas1
- Instagram @investwithatlas
- TikTok @investwithatlas
- X @investwithatlas
- YouTube @atlasfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 6 | October 4, 2023 |
| October 2024 | $13,408 | 6 | September 16, 2024 |
| October 2025 | $121,329,112 | 8 | July 8, 2025 |
| October 2026 | $153,858,461 | 8 | July 24, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in KY, MD, NE, SC.

### April 2026
- 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.

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlas (CRD 324191): Form ADV filing data as of October 2026.