THE ATLAS FINANCIAL GROUP

RIASEC RegisteredEst. 2023

Total AUM

$175M

Discretionary

$33.3M

19% of AUM

Avg account

$2.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 306849
Registered since: July 27, 2023
Website: www.theatlasfinancialgroup.com
Custodians: STONEX FINANCIAL INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Banking / Thrift Institutions79.28%
HNWI16.8%
Individuals3.53%
Corporations / Businesses0.39%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Atlas Financial Group is a limited liability company operating as an independent registered investment adviser. SEC registration dates to 2023 and ownership is listed as an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients and describes itself as a capital allocator and sponsor/manager of pooled vehicles. Advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm charges multiple fee types, including a percentage of AUM, hourly and fixed fees, and other arrangements. It is not identified as an active ESG investor, and it does not list multi‑state adviser status or pension consulting among its activities.