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ATLAS
ATFS ADVISERS LLC
CRD 324191 · SEC 801-128722
AL, United States
Phone
805-557-8713
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.9M
Discretionary AUM
$40.3M
Team
8 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $15.8M |
| High net worth individuals | 7 | $136.3M |
| Pooled investment vehicles | 1 | $1.7M |
States served
AL, CA, CO, GA, IL, LA, MA, MI, NJ, NY, NC, OH, PA, TN, VA, WI, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD