AdvisorCensus / Financial advisors / Atlas Capital
Atlas Capital is an SEC-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Atlas Capital compensated?
On its Form ADV (Item 5.E, October 2026), Atlas Capital reports these compensation arrangements: a percentage of assets under its management.
How much does Atlas Capital charge?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Atlas Capital registered with the SEC or a state?
Atlas Capital is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 326724.
How much does Atlas Capital manage?
Atlas Capital reports $17,150,634 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have Atlas Capital's assets and staff changed since 2024?
In the Form ADV data for Atlas Capital: Regulatory assets under management: $16,037,000 in the October 2025 data and $17,150,634 in the October 2026 data, up 7%. Total employees: 10 in October 2024 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 Capital serve?
By number of clients on Form ADV Item 5.D: investment companies (1).
Does Atlas Capital 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/326724
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)
The brochure's wording
The Management Fee is expected to range from 0.75% to 1.25% of the annual daily net assets of an ETF.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$17,150,634 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Atlas Capital Team Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 8. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $17,150,634 | 8 | March 25, 2026 |
| October 2025 | $16,037,000 | 10 | March 31, 2025 |
| October 2024 | Not reported | 10 | July 12, 2024 |
Regulatory assets under management: $16,037,000 in the October 2025 data and $17,150,634 in the October 2026 data, up 7%.
Total employees: 10 in October 2024 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Atlas Capital (CRD 326724): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/atlas-capital-326724