# Atlas Capital Advisors Inc.

> Atlas Capital Advisors Inc. is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 127036
- Filed as: ATLAS CAPITAL ADVISORS INC.
- Also doing business as: ATLAS CAPITAL ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127036
- AdvisorCensus page: https://advisorcensus.com/firm/atlas-capital-advisors-inc-san-francisco-ca-127036

## Quick answers

**How is Atlas Capital Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Atlas Capital Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Atlas Capital Advisors Inc. located?**
Atlas Capital Advisors Inc.'s principal office is in San Francisco, CA, according to its Form ADV.

**Is Atlas Capital Advisors Inc. registered with the SEC or a state?**
Atlas Capital Advisors Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 127036.

**How much does Atlas Capital Advisors Inc. manage?**
Atlas Capital Advisors Inc. reports $1,148,644,385 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (92% discretionary).

**How have Atlas Capital Advisors Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Atlas Capital Advisors Inc.: Regulatory assets under management: $714,000,000 in the October 2021 data and $1,148,644,385 in the October 2026 data, up 61%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlas Capital Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (44); charitable organizations (13).

**Which custodians does Atlas Capital Advisors Inc. use?**
Atlas Capital Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Atlas Capital Advisors Inc. 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/127036

**What changed in Atlas Capital Advisors Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

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: $1,148,644,385
- Discretionary: $1,057,335,518
- Non-discretionary: $91,308,867

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $10,556,623 |
| High net worth individuals | 93 | $1,040,860,268 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $290,347 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 13 | $93,852,912 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $3,084,235 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2006 (20 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atlasca.com
- LinkedIn @atlas-capital-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $714,000,000 | 9 | March 30, 2021 |
| October 2022 | $938,200,000 | 10 | June 29, 2022 |
| October 2023 | $784,200,000 | 10 | May 18, 2023 |
| October 2024 | $908,991,000 | 9 | August 28, 2024 |
| October 2025 | $1,054,159,676 | 10 | April 24, 2025 |
| October 2026 | $1,148,644,385 | 10 | March 31, 2026 |

Regulatory assets under management: $714,000,000 in the October 2021 data and $1,148,644,385 in the October 2026 data, up 61%.
Total employees: 9 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- 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 Capital Advisors Inc. (CRD 127036): Form ADV filing data as of October 2026.