{
  "crd_number": 284036,
  "slug": "atlatl-advisers-madison-wi-284036",
  "primary_business_name": "ATLATL ADVISERS",
  "legal_name": "ATLATL ADVISERS LLC",
  "dbas": [],
  "city": "Madison",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "31540",
  "metro": {
    "cbsa_code": "31540",
    "common_name": "Madison",
    "msa_name": "Madison, WI",
    "path": "/advisors/wi/madison"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-02-09",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-05-21",
  "carried_forward": false,
  "raum_total": 392672491.0,
  "raum_discretionary": 392672491.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 78917373.0,
      "count": 159
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 16438219.0,
      "count": 14
    },
    "other_investment_advisers": {
      "raum": 36519957.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 260796942.0,
      "count": 101
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IA",
    "IL",
    "NY",
    "TX",
    "WI"
  ],
  "websites": [
    "https://atlatladvisers.com",
    "https://facebook.com/atlatladvisers",
    "https://instagram.com/atlatladvisers",
    "https://linkedin.com/company/atlatladvisers"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284036",
  "city_as_filed": "MADISON",
  "url": "https://advisorcensus.com/firm/atlatl-advisers-madison-wi-284036",
  "display_name": "Atlatl Advisers",
  "summary": "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.",
  "citation": "AdvisorCensus. Atlatl Advisers (CRD 284036): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-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",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Atlatl Advisers compensated?",
      "a": "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)."
    },
    {
      "q": "What does Atlatl Advisers' brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Atlatl Advisers located?",
      "a": "Atlatl Advisers' principal office is in Madison, WI, according to its Form ADV."
    },
    {
      "q": "Is Atlatl Advisers registered with the SEC or a state?",
      "a": "Atlatl Advisers is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284036."
    },
    {
      "q": "How much does Atlatl Advisers manage?",
      "a": "Atlatl Advisers reports $392,672,491 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Atlatl Advisers' assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Atlatl Advisers serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Atlatl Advisers use?",
      "a": "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."
    },
    {
      "q": "Does Atlatl Advisers 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/284036"
    },
    {
      "q": "Does Atlatl Advisers state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"Atlatl does not impose a minimum account value.\""
    },
    {
      "q": "What changed in Atlatl Advisers' recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 123068995.0,
      "total_employees": 9,
      "filing_date": "2024-07-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 229891703.0,
      "total_employees": 10,
      "filing_date": "2025-06-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 392672491.0,
      "total_employees": 10,
      "filing_date": "2026-05-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.25% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Atlatl does not impose a minimum account value."
        ]
      }
    ],
    "quotes": [
      "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.",
      "Atlatl does not impose a minimum account value."
    ],
    "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/atlatl-advisers-madison-wi-284036.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 159,
      "fewer_than_5": false,
      "raum": 78917373.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 260796942.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 16438219.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 36519957.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/284036",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}