# 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.

- CRD: 326724
- Filed as: ATLAS CAPITAL
- Legal name: Atlas Capital Team Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326724
- AdvisorCensus page: https://advisorcensus.com/firm/atlas-capital-326724

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $17,150,634
- Discretionary: $17,150,634
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $17,150,634 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- 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
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- atlascap.io
- LinkedIn @atlascapitalteam

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 10 | July 12, 2024 |
| October 2025 | $16,037,000 | 10 | March 31, 2025 |
| October 2026 | $17,150,634 | 8 | March 25, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlas Capital (CRD 326724): Form ADV filing data as of October 2026.