Atlas Capital Advisors Inc.

Overview

Atlas Capital Advisors Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm has been SEC-registered since 2006 and serves both individual/family and institutional clients. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. Compensation is charged as a percentage of assets under management and, in some cases, includes performance-based fees. The firm does not identify as an active ESG investor and does not present itself as a multi-state or pension-consulting adviser. Atlas Capital is not structured as a multi-manager capital allocator; instead it appears to manage client portfolios directly across public markets and via third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices