{
  "crd_number": 324861,
  "slug": "atlas-investment-advisors-alpharetta-ga-324861",
  "primary_business_name": "ATLAS INVESTMENT ADVISORS",
  "legal_name": "ATLAS FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": "Alpharetta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-03",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-11",
  "carried_forward": false,
  "raum_total": 184100000.0,
  "raum_discretionary": 159400000.0,
  "raum_non_discretionary": 24700000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1000000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 12600000.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 170500000.0,
      "count": 101
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [
    "https://facebook.com/ATLasInvestmentAdvisors",
    "https://linkedin.com/company/atlas-investment-advisors?viewAsMember=true",
    "https://napfa.org/firm/46436/33626",
    "https://twitter.com/AdvisorsAtlas"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324861",
  "city_as_filed": "ALPHARETTA",
  "url": "https://advisorcensus.com/firm/atlas-investment-advisors-alpharetta-ga-324861",
  "display_name": "Atlas Investment Advisors",
  "summary": "Atlas Investment Advisors is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.",
  "citation": "AdvisorCensus. Atlas Investment Advisors (CRD 324861): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Atlas Investment Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Atlas Investment Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Atlas Investment Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated February 11, 2026 states: Flat fee: $3,800 to $5,000 (Project-Based Financial Plan); Hourly rate: $275 an hour (Financial Planning Agreement terminated prior to completion). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Atlas Investment Advisors located?",
      "a": "Atlas Investment Advisors' principal office is in Alpharetta, GA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Atlas Investment Advisors registered with the SEC or a state?",
      "a": "Atlas Investment Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 324861."
    },
    {
      "q": "How much does Atlas Investment Advisors manage?",
      "a": "Atlas Investment Advisors reports $184,100,000 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (87% discretionary)."
    },
    {
      "q": "How have Atlas Investment Advisors' assets and staff changed since 2024?",
      "a": "In the Form ADV data for Atlas Investment Advisors: Regulatory assets under management: $100,707,728 in the October 2024 data and $184,100,000 in the October 2026 data, up 83%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Atlas Investment Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (101); individuals (other than high net worth individuals) (15)."
    },
    {
      "q": "Which custodians does Atlas Investment Advisors use?",
      "a": "Atlas Investment Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Atlas Investment Advisors 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/324861"
    },
    {
      "q": "Does Atlas Investment Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 11, 2026 says: \"We typically require a minimum investment amount of $1,000,000 of total investable assets. However, in our sole discretion, we may waive this minimum requirement based on criteria such as anticipated future earning capacity or additional assets, client relationships, or account retention.\""
    },
    {
      "q": "What changed in Atlas Investment Advisors' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $138,177,126 to $184,100,000 (+33%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 100707728.0,
      "total_employees": 2,
      "filing_date": "2024-03-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 138177126.0,
      "total_employees": 2,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 184100000.0,
      "total_employees": 2,
      "filing_date": "2026-02-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $138,177,126 to $184,100,000 (+33%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $3,800 to $5,000 (Project-Based Financial Plan)",
      "Hourly rate: $275 an hour (Financial Planning Agreement terminated prior to completion)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We typically require a minimum investment amount of $1,000,000 of total investable assets. However, in our sole discretion, we may waive this minimum requirement based on criteria such as anticipated future earning capacity or additional assets, client relationships, or account retention."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,800 to $5,000 (Project-Based Financial Plan)"
        ],
        "quotes": [
          "If you would like our Financial Planning Services on a project basis, we charge a fixed fee based the complexity of your financial situation. Fixed fees typically range from $3,800 to $5,000"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $275 an hour (Financial Planning Agreement terminated prior to completion)"
        ],
        "quotes": [
          "In the event you decide to terminate the Financial Planning Agreement early, you will be responsible for payment of our services provided prior to termination, based on an hourly rate of $275 multiplied by the hours worked prior to termination."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 3800.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "Project-Based Financial Plan"
        },
        {
          "kind": "hourly",
          "amount": 275.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning Agreement terminated prior to completion"
        }
      ]
    },
    "quotes": [
      "We typically require a minimum investment amount of $1,000,000 of total investable assets. However, in our sole discretion, we may waive this minimum requirement based on criteria such as anticipated future earning capacity or additional assets, client relationships, or account retention.",
      "If you would like our Financial Planning Services on a project basis, we charge a fixed fee based the complexity of your financial situation. Fixed fees typically range from $3,800 to $5,000",
      "In the event you decide to terminate the Financial Planning Agreement early, you will be responsible for payment of our services provided prior to termination, based on an hourly rate of $275 multiplied by the hours worked prior to termination."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/atlas-investment-advisors-alpharetta-ga-324861.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 12600000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 170500000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1000000.0
    }
  ],
  "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/324861",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}