Atlas Brown
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 133408
- Registered since
- December 8, 2004
- Website
- www.atlasbrown.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.81%
- Individuals33.81%
- Charitable Organizations8.3%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Atlas Brown operates as an independent registered investment adviser that has been SEC-registered since 2004 and is structured as a corporation with individual ownership. The firm serves both individual/family clients and institutional investors, charging fees based on a percentage of assets under management and on a fixed-fee basis. Its advisory services cover financial planning, portfolio management for individuals (including small businesses), portfolio management for businesses or institutions, and the selection of third‑party advisers. The firm’s filing indicates it does not identify as an active ESG investor and is not designated as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents11%
- US Government Bonds7%
- Other4%
Owners & executives
2 of 2
Michael Robinson
Chief Executive OfficerCRD 2476224
Cherri Lamkin
Chief Compliance OfficerCRD 3083995
Contacts
3 of 7Charles Middleton
DirectorCRD 4889525
Mary Hancock
ShareholderCRD 5906655
Samuel Vonderheide
Investment AdvisorCRD 6038298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$118M in ETFs
94%
$111M
5%
$6.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $12.4M | 33,530 | 10.51% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 333 E Main St
- Time zone
- CT (UTC-6)
- Office locations
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