Atlantic Financial

Overview

Atlantic Financial operates as a small corporate advisory firm that positions itself more as a capital allocator than a high-volume retail RIA. Its advisory activity centers on portfolio management for individuals and small businesses as well as management of pooled investment vehicles. The firm also conducts selection of other advisers and runs educational seminars and workshops, indicating an emphasis on sourcing third-party managers and providing investor education alongside discretionary management. Fee arrangements are flexible and include percentage-of-assets, hourly billing and fixed fees. Atlantic Financial is not flagged as an active ESG investor and is organized as a domestic entity. Given its stated activities and allocation behavior, the firm favors using pooled vehicles and external managers to build client exposure rather than concentrating in-house on direct stock selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices