Atlas Financial LLC

Overview

Atlas Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory offering emphasizes traditional wealth management services: financial planning, portfolio management for individuals and small businesses, pension consulting, and client education via seminars or workshops. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. Atlas Financial does not identify as an active ESG investor in the source data and is not listed as a multistate adviser. Equity exposure is a central part of the firm’s investment approach, with exchange-traded securities cited as the most-used instrument type.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices