# Atlasmark Financial, Inc.

> Atlasmark Financial, Inc. is an SEC-registered investment advisory firm in Austin, TX, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 152635
- Filed as: ATLASMARK FINANCIAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152635
- AdvisorCensus page: https://advisorcensus.com/firm/atlasmark-financial-inc-austin-tx-152635

## Quick answers

**How is Atlasmark Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Atlasmark Financial, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Atlasmark Financial, Inc. located?**
Atlasmark Financial, Inc.'s principal office is in Austin, TX, according to its Form ADV.

**Is Atlasmark Financial, Inc. registered with the SEC or a state?**
Atlasmark Financial, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 152635.

**How much does Atlasmark Financial, Inc. manage?**
Atlasmark Financial, Inc. reports $228,571,101 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (100% discretionary).

**How have Atlasmark Financial, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Atlasmark Financial, Inc.: Regulatory assets under management: $585,413,496 in the October 2021 data and $228,571,101 in the October 2026 data, down 61%. Total employees: 12 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlasmark Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (35); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Atlasmark Financial, Inc. use?**
Atlasmark Financial, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Atlasmark Financial, 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/152635

**Does Atlasmark Financial, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 12, 2026 says: "There is no minimum investment amount required to establish or maintain a managed account." "There are no minimum account investment requirements to establish a managed account."

**What changed in Atlasmark Financial, Inc.'s recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OK, SC, TN, VA, WA.

## 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 January 12, 2026)

- Account minimum: None

> There is no minimum investment amount required to establish or maintain a managed account.

> There are no minimum account investment requirements to establish a managed account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services 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: $228,571,101
- Discretionary: $228,571,101
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $26,469,277 |
| High net worth individuals | 35 | $175,668,625 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $11,040,894 |
| Charitable organizations | 4 | $15,142,457 |
| 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 | 2 | $249,848 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atlasmark.com
- Facebook @ATLASMARKLLC
- LinkedIn @ATLAS-MARK-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $585,413,496 | 12 | April 27, 2021 |
| October 2022 | $728,735,338 | 11 | February 11, 2022 |
| October 2023 | $635,746,807 | 10 | February 24, 2023 |
| October 2024 | $647,941,456 | 9 | May 8, 2024 |
| October 2025 | $224,308,117 | 1 | July 25, 2025 |
| October 2026 | $228,571,101 | 1 | January 12, 2026 |

Regulatory assets under management: $585,413,496 in the October 2021 data and $228,571,101 in the October 2026 data, down 61%.
Total employees: 12 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OK, SC, TN, VA, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlasmark Financial, Inc. (CRD 152635): Form ADV filing data as of October 2026.