AdvisorCensus / Financial advisors / Wisconsin / Madison / Atlatl Advisers
Atlatl Advisers is an SEC-registered investment advisory firm in Madison, WI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.
Quick answers
From the filingHow is Atlatl Advisers compensated?
On its Form ADV (Item 5.E, October 2026), Atlatl Advisers reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Atlatl Advisers' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Atlatl Advisers located?
Atlatl Advisers' principal office is in Madison, WI, according to its Form ADV.
Is Atlatl Advisers registered with the SEC or a state?
Atlatl Advisers is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284036.
How much does Atlatl Advisers manage?
Atlatl Advisers reports $392,672,491 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).
How have Atlatl Advisers' assets and staff changed since 2024?
In the Form ADV data for Atlatl Advisers: Regulatory assets under management: $123,068,995 in the October 2024 data and $392,672,491 in the October 2026 data, up 219%. Total employees: 9 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Atlatl Advisers serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (101); pension and profit sharing plans (but not the plan participants or government pension plans) (14).
Which custodians does Atlatl Advisers use?
Atlatl Advisers' 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.
Does Atlatl Advisers 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/284036
Does Atlatl Advisers state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Atlatl does not impose a minimum account value."
What changed in Atlatl Advisers' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $229,891,703 to $392,672,491 (+71%). Registered or notice-filed in TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.25% of assets a year (the maximum the brochure states)
The brochure's wording
The maximum WM fee is 1.25 % annually and is influenced by several factors, including the total assets under management (AUM), the complexity of services provided, the inclusion of financial planning services, and any unique client needs such as multiple objectives, specialized reporting requirements, or portfolio restrictions.
Account minimum: None
The brochure's wording
Atlatl does not impose a minimum account value.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$392,672,491 as of October 2026, filing dated May 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Atlatl Advisers LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 10. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $392,672,491 | 10 | May 21, 2026 |
| October 2025 | $229,891,703 | 10 | June 17, 2025 |
| October 2024 | $123,068,995 | 9 | July 8, 2024 |
Regulatory assets under management: $123,068,995 in the October 2024 data and $392,672,491 in the October 2026 data, up 219%.
Total employees: 9 in October 2024 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $229,891,703 to $392,672,491 (+71%).
- Registered or notice-filed in TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Atlatl Advisers (CRD 284036): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/atlatl-advisers-madison-wi-284036