ATLANTIS INVESTMENT COACHING, LLC

Overview

Atlantis Investment Coaching, LLC is an independent, owner-operated RIA organized as an LLC that positions itself primarily as an adviser and capital allocator rather than a discretionary portfolio manager. The firm serves both individuals and families as well as institutional clients, and its advisory remit emphasizes financial planning, manager selection, and investor education through seminars and workshops. Compensation is flexible: the firm charges based on a percentage of assets under management and also uses hourly and fixed-fee arrangements, plus other fee structures. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a pension consultant or related adviser. Its business model leans toward advising and connecting clients with third-party managers rather than running concentrated proprietary investment strategies.

Assets & Accounts

Investments & Alternatives