{
  "crd_number": 326724,
  "slug": "atlas-capital-326724",
  "primary_business_name": "ATLAS CAPITAL",
  "legal_name": "ATLAS CAPITAL TEAM INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-17",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 17150634.0,
  "raum_discretionary": 17150634.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 8,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 17150634.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://atlascap.io",
    "https://linkedin.com/company/atlascapitalteam/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326724",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/atlas-capital-326724",
  "display_name": "Atlas Capital",
  "summary": "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.",
  "citation": "AdvisorCensus. Atlas Capital (CRD 326724): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Atlas Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Atlas Capital reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Atlas Capital charge?",
      "a": "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."
    },
    {
      "q": "Is Atlas Capital registered with the SEC or a state?",
      "a": "Atlas Capital is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 326724."
    },
    {
      "q": "How much does Atlas Capital manage?",
      "a": "Atlas Capital reports $17,150,634 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Atlas Capital's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Atlas Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Atlas Capital 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/326724"
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 10,
      "filing_date": "2024-07-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 16037000.0,
      "total_employees": 10,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 17150634.0,
      "total_employees": 8,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.75% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Management Fee is expected to range from 0.75% to 1.25% of the annual daily net assets of an ETF."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.75,
        1.25
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Management Fee is expected to range from 0.75% to 1.25% of the annual daily net assets of an ETF."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/atlas-capital-326724.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 17150634.0
    }
  ],
  "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/326724",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}