{
  "crd_number": 313255,
  "slug": "atomic-invest-llc-new-york-ny-313255",
  "primary_business_name": "ATOMIC INVEST LLC",
  "legal_name": "ATOMIC INVEST LLC",
  "dbas": [
    "ATOMIC",
    "ATOMIC INVEST"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-06",
  "carried_forward": false,
  "raum_total": 319519697.0,
  "raum_discretionary": 319519342.0,
  "raum_non_discretionary": 355.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 21,
  "advisory_employees": 21,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 205181432.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 23816236.0,
      "count": 10068
    },
    "corporations_other_businesses": {
      "raum": 90522029.0,
      "count": 493
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://atomicvest.com/atomicinvest"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313255",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/atomic-invest-llc-new-york-ny-313255",
  "display_name": "Atomic Invest LLC",
  "summary": "Atomic Invest LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.",
  "citation": "AdvisorCensus. Atomic Invest LLC (CRD 313255): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Atomic Invest LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Atomic Invest LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Atomic Invest LLC located?",
      "a": "Atomic Invest LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Atomic Invest LLC registered with the SEC or a state?",
      "a": "Atomic Invest LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313255."
    },
    {
      "q": "How much does Atomic Invest LLC manage?",
      "a": "Atomic Invest LLC reports $319,519,697 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Atomic Invest LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Atomic Invest LLC: Regulatory assets under management: $0 in the October 2021 data and $319,519,697 in the October 2026 data. Total employees: 6 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Atomic Invest LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10,068); corporations or other businesses not listed above (493); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Atomic Invest LLC use?",
      "a": "Atomic Invest LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Atomic Brokerage LLC (affiliated with the firm) and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Atomic Invest LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years) and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). 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 SEC record: https://adviserinfo.sec.gov/firm/summary/313255"
    },
    {
      "q": "What changed in Atomic Invest LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 18 to 21. Regulatory assets under management went from $462,905,657 to $319,519,697 (-31%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2021-04-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 8,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1351331278.0,
      "total_employees": 8,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1528450936.0,
      "total_employees": 20,
      "filing_date": "2024-09-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 462905657.0,
      "total_employees": 18,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 319519697.0,
      "total_employees": 21,
      "filing_date": "2026-08-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 18 to 21.",
        "Regulatory assets under management went from $462,905,657 to $319,519,697 (-31%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Atomic Brokerage LLC",
      "name_as_filed": "ATOMIC BROKERAGE LLC",
      "affiliated": true
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "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/atomic-invest-llc-new-york-ny-313255.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10068,
      "fewer_than_5": false,
      "raum": 23816236.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 205181432.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 493,
      "fewer_than_5": false,
      "raum": 90522029.0
    }
  ],
  "disclosure_line": "Reports 2 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/313255",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}