Atrium Financial Advisors LLC

Overview

Atrium Financial Advisors LLC is a small, owner-operated registered investment adviser that provides portfolio management to individuals and small businesses. The firm operates on a percentage-of-AUM fee model and delivers advisory services on a non‑discretionary basis, meaning clients retain trading authority while the advisor provides recommendations and ongoing portfolio guidance. Investment activity is concentrated in publicly listed equities and exchange-traded products, with an explicit preference for equity exposures rather than fixed-income or ESG-focused strategies. The adviser is single-office and not multi-state, which aligns with a localized, relationship-driven client base.

Assets & Accounts

Public Holdings

Location & Offices