Atlantis Investment Coaching, LLC

Overview

Atlantis Investment Coaching, LLC is an independent registered investment adviser operating as an LLC with an individual owner. The firm serves both individual & family clients and institutional investors, and it identifies itself as a capital allocator that sources third‑party managers. Its advisory services emphasize financial planning, selection of other advisers and educational seminars or workshops. Compensation methods reported include percentage‑of‑AUM billing alongside hourly and fixed fees; the firm also lists other fee arrangements. Atlantis does not position itself as an active ESG investor and is not described as a multi‑state or newly formed adviser.

Assets & Accounts

Investments & Alternatives