Atlas Investment Advisors
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 324861
- Registered since
- April 3, 2024
- Website
- invest-atlas.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.61%
- Individuals6.84%
- Charitable Organizations0.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Atlas Investment Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is privately owned (individual ownership) and focuses on serving individual and family clients, along with small-business portfolio management. Its advisory offering centers on financial planning and discretionary portfolio management, and it bills clients via a mix of AUM-based fees and fixed fees. Atlas reports an industry affiliation with an accountant, does not present itself as a multi-state adviser, and is not positioned as a capital allocator. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities61%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Rebecca Richardson
Financial Planner & Investment AdviserCRD 7308252
George Mauser
Lead Wealth AdvisorCRD 5894853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$111M in ETFs
50%
$55.8M
50%
$55.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US LARGE CAP VALUE ETF (AVLV) | Avantis | Active | Large Value | $10.1M | 110,327 | 9.04% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 11720 Amber Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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