# Atomic Invest LLC

> 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.

- CRD: 313255
- Filed as: ATOMIC INVEST LLC
- Also doing business as: ATOMIC, ATOMIC INVEST
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313255
- AdvisorCensus page: https://advisorcensus.com/firm/atomic-invest-llc-new-york-ny-313255

## Quick answers

**How is Atomic Invest LLC compensated?**
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.

**Where is Atomic Invest LLC located?**
Atomic Invest LLC's principal office is in New York, NY, according to its Form ADV.

**Is Atomic Invest LLC registered with the SEC or a state?**
Atomic Invest LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313255.

**How much does Atomic Invest LLC manage?**
Atomic Invest LLC reports $319,519,697 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**How have Atomic Invest LLC's assets and staff changed since 2021?**
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.

**What types of clients does Atomic Invest LLC serve?**
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).

**Which custodians does Atomic Invest LLC use?**
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.

**Does Atomic Invest LLC report any disciplinary disclosures?**
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

**What changed in Atomic Invest LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Atomic Brokerage LLC (affiliated with the firm)
- Pershing 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: $319,519,697
- Discretionary: $319,519,342
- Non-discretionary: $355

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10,068 | $23,816,236 |
| Charitable organizations | 2 | $205,181,432 |
| Corporations or other businesses not listed above | 493 | $90,522,029 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 21 total, 21 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313255

### Websites listed on Form ADV (Item 1.I)
- atomicvest.com/atomicinvest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 6 | April 22, 2021 |
| October 2022 | $0 | 8 | March 31, 2022 |
| October 2023 | $1,351,331,278 | 8 | July 24, 2023 |
| October 2024 | $1,528,450,936 | 20 | September 24, 2024 |
| October 2025 | $462,905,657 | 18 | March 31, 2025 |
| October 2026 | $319,519,697 | 21 | August 6, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 18 to 21.
- Regulatory assets under management went from $462,905,657 to $319,519,697 (-31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atomic Invest LLC (CRD 313255): Form ADV filing data as of October 2026.