# The Atlas Financial Group

> 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.

- CRD: 306849
- Filed as: THE ATLAS FINANCIAL GROUP
- Legal name: Flow Focus LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306849
- AdvisorCensus page: https://advisorcensus.com/firm/the-atlas-financial-group-miami-fl-306849

## Quick answers

**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.

**How much does The Atlas Financial Group charge?**
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); Hourly rate: $350 an hour (Business Consulting Services). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

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

> 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 ).

- Hourly rate: $350 an hour (Business Consulting Services)

> The standard Hourly Fee is $350.00 /hr.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Stonex Financial Inc.

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: $174,921,971
- Discretionary: $33,279,951
- Non-discretionary: $141,642,020

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- theatlasfinancialgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $184,345,014 | 3 | June 27, 2023 |
| October 2024 | $187,675,129 | 3 | March 13, 2024 |
| October 2025 | $163,156,765 | 4 | March 25, 2025 |
| October 2026 | $174,921,971 | 4 | March 25, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Atlas Financial Group (CRD 306849): Form ADV filing data as of October 2026.