Atlas Brown
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 133408
- Registered since
- December 8, 2004
- Website
- www.atlasbrown.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.81%
- Individuals33.81%
- Charitable Organizations8.3%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Atlas Brown is an independent RIA organized as a corporation that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it also engages in selection of third‑party advisers. Atlas Brown charges both percentage‑of‑AUM and fixed fees. The adviser is registered with the SEC and first registered in 2004.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents11%
- US Government Bonds7%
- Other4%
Owners & executives
2 of 2
Cherri Lamkin
Chief Compliance OfficerCRD 3083995
Michael Robinson
Chief Executive OfficerCRD 2476224
Contacts
3 of 7
William Hancock, Iii
Executive Vice PresidentCRD 836955
David Russell
Executive Vice PresidentCRD 850934
Samuel Vonderheide
Investment AdvisorCRD 6038298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$119M in ETFs
94%
$111M
6%
$7.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $12.9M | 34,575 | 10.90% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 333 E Main St
- Time zone
- CT (UTC-6)
- Office locations
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