# Atlas Capital Advisory LLC

> Atlas Capital Advisory LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 12, 2023.

- CRD: 316980
- Filed as: ATLAS CAPITAL ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: January 12, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316980
- AdvisorCensus page: https://advisorcensus.com/firm/atlas-capital-advisory-llc-316980

## Quick answers

**How is Atlas Capital Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atlas Capital Advisory LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Atlas Capital Advisory LLC registered with the SEC or a state?**
Atlas Capital Advisory LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316980.

**How much does Atlas Capital Advisory LLC manage?**
Atlas Capital Advisory LLC reports $7,356 in regulatory assets under management in its Form ADV filing dated January 12, 2023 (100% discretionary).

**Does Atlas Capital Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316980

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,356
- Discretionary: $7,356
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $7,356 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlas Capital Advisory LLC (CRD 316980): Form ADV filing data as of October 2026.