Atlas Capital Advisory LLC
RIASEC Registered
Total AUM
$7.4K
Discretionary
$7.4K
100% of AUM
Avg account
$2.5K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 316980
- Website
- atlasca.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Atlas Capital Advisory LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm engages in selecting other advisers, allowing it to offer a diversified approach to investment management. While it is classified as unclassified and does not actively pursue ESG investments, its capital allocation strategies suggest a preference for traditional asset classes, primarily equities.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Karamat Qadri
COO & FounderCRD 7181272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations