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The Atlas Financial Group

Miami, FLSEC-registered investment adviserCRD 306849

Filed as THE ATLAS FINANCIAL GROUP · Legal name Flow Focus LLC

The Atlas Financial Group is an SEC-registered investment advisory firm in Miami, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

3 years
registered since 2023
$174,921,971
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is The Atlas Financial Group compensated?

On its Form ADV (Item 5.E, October 2026), The Atlas Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

What does The Atlas Financial Group's brochure say about its fees?

Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is The Atlas Financial Group located?

The Atlas Financial Group's principal office is in Miami, FL, according to its Form ADV.

Is The Atlas Financial Group registered with the SEC or a state?

The Atlas Financial Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 306849.

How much does The Atlas Financial Group manage?

The Atlas Financial Group reports $174,921,971 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (19% discretionary).

How have The Atlas Financial Group's assets and staff changed since 2023?

In the Form ADV data for The Atlas Financial Group: Regulatory assets under management: $184,345,014 in the October 2023 data and $174,921,971 in the October 2026 data, down 5%. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does The Atlas Financial Group serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (34); banking or thrift institutions (1).

Which custodians does The Atlas Financial Group use?

The Atlas Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Stonex Financial Inc. as a custodian holding 10% or more of its separately managed account assets.

Does The Atlas Financial Group 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/306849

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)
  • Other

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 2A

Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

The brochure's wording
The fees charged to each client are a function of the type of portfolio. These fees range from 0. 50% to 2% per annum (payable on a quarterly basis, calculated as annual percentage divided by 365 days then multiplied by the Net Asset Value of the accounts under administration times the number of days in the quarter ).

As stated in the firm's Form ADV Part 2A brochure dated March 25, 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
$174,921,971

$174,921,971 as of October 2026, filing dated March 25, 2026.

Discretionary: $33,279,951.Non-discretionary: $141,642,020.

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.D
Individuals (other than high net worth individuals)
Clients 35 Assets $6,169,714 (4%)
High net worth individuals
Clients 34 Assets $29,385,417 (17%)
Banking or thrift institutions
Clients 1 Assets $138,676,308 (79%)
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets Not reported
Charitable organizations
Clients 0 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 0 Assets Not reported
Other investment advisers
Clients 0 Assets Not reported
Insurance companies
Clients 0 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients 0 Assets Not reported
Corporations or other businesses not listed above
Clients 1 Assets $690,532 (0%)
Other
Clients 0 Assets Not reported

A 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
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Flow Focus LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2023 (3 years)
Employees
Total: 4. Performing investment advisory functions: 1.
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
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$184M 2023 $188M 2024 $163M 2025 $175M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$174,921,9714March 25, 2026
October 2025$163,156,7654March 25, 2025
October 2024$187,675,1293March 13, 2024
October 2023$184,345,0143June 27, 2023

Regulatory assets under management: $184,345,014 in the October 2023 data and $174,921,971 in the October 2026 data, down 5%.

Total employees: 3 in October 2023 and 4 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

No changes to these filed facts in the last 12 months of filing data.

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.I
theatlasfinancialgroup.com

Source: 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. The Atlas Financial Group (CRD 306849): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/the-atlas-financial-group-miami-fl-306849