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ATLAS CAPITAL ADVISORS INC.
CRD 127036 · SEC 801-66544
38 KEYES AVE SUITE 200, SAN FRANCISCO, CA, 94129, United States
Phone
415-354-2400
Fax
415-354-2400
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.15B
Discretionary AUM
$1.06B
Team
10 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $10.6M |
| High net worth individuals | 93 | $1.04B |
| Pooled investment vehicles | 2 | $290K |
| Charitable organizations | 13 | $93.9M |
| Corporations/business entities | 5 | $3.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD