{
  "crd_number": 334246,
  "slug": "atlas-financial-llc-oroville-ca-334246",
  "primary_business_name": "ATLAS FINANCIAL LLC",
  "legal_name": "ATLAS FINANCIAL LLC",
  "dbas": [],
  "city": "Oroville",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "17020",
  "metro": {
    "cbsa_code": "17020",
    "common_name": "Chico",
    "msa_name": "Chico, CA",
    "path": "/advisors/ca/chico"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-02-18",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 43485266.0,
  "raum_discretionary": 39270814.0,
  "raum_non_discretionary": 4214452.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 230024.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 26279666.0,
      "count": 390
    },
    "pension_profit_sharing": {
      "raum": 4214452.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 12720847.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": 40277.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://atlasfa.com",
    "https://facebook.com/AtlasFA",
    "https://linkedin.com/company/atlasfa",
    "https://twitter.com/atlasfainc",
    "https://youtube.com/@atlasfinancialadvisorsinc.45"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334246",
  "disclosure_items": [
    {
      "item": "11.C(1)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "OROVILLE",
  "url": "https://advisorcensus.com/firm/atlas-financial-llc-oroville-ca-334246",
  "display_name": "Atlas Financial LLC",
  "summary": "Atlas Financial LLC is a state-registered investment advisory firm in Oroville, CA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Atlas Financial LLC (CRD 334246): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Atlas Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Atlas Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Atlas Financial LLC located?",
      "a": "Atlas Financial LLC's principal office is in Oroville, CA, according to its Form ADV."
    },
    {
      "q": "Is Atlas Financial LLC registered with the SEC or a state?",
      "a": "Atlas Financial LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334246."
    },
    {
      "q": "How much does Atlas Financial LLC manage?",
      "a": "Atlas Financial LLC reports $43,485,266 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (90% discretionary)."
    },
    {
      "q": "What types of clients does Atlas Financial LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (390); high net worth individuals (11); pension and profit sharing plans (but not the plan participants or government pension plans) (4)."
    },
    {
      "q": "Does Atlas Financial LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334246"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/atlas-financial-llc-oroville-ca-334246.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 390,
      "fewer_than_5": false,
      "raum": 26279666.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 12720847.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 4214452.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 230024.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 40277.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "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/334246",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}