← Back to searchVisit website
ATLAS BROWN
ATLAS BROWN, INC.
CRD 133408 · SEC 801-63702
333 EAST MAIN STREET, SUITE 400, LOUISVILLE, KY, 40202-1259, United States
Phone
502-271-2900
Fax
502-271-2901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$605.2M
Discretionary AUM
$584.8M
Team
9 total employees; 6 advisory reps; 15 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 388 | $204.6M |
| High net worth individuals | 52 | $349.9M |
| Charitable organizations | 5 | $50.2M |
| Corporations/business entities | 6 | $480K |
States served
CA, GA, IN, KY, LA, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD