ATLAS BROWN

Overview

Atlas Brown operates as an independent registered investment advisor that acts as a capital allocator for high-net-worth individuals, families and institutional clients. The firm combines financial planning with discretionary portfolio management and the selection of third‑party advisers, emphasizing an equity-first posture. Public filings show a clear preference for exchange‑traded equities as the primary portfolio building block, supplemented by pooled vehicles when appropriate. Atlas Brown charges a mix of percentage‑of‑AUM and fixed fees and tends to place capital with external managers for specialized exposure rather than building all strategies in house. The advisory footprint is oriented toward customized portfolios for individuals, small businesses and institutions. The firm is not positioned as an active ESG investor and does not identify as a multistate or pension consultant adviser. Because Atlas Brown lists “selection of other advisers” among its services and is labeled a capital allocator, it routinely sources third‑party managers for alternative or specialized strategies instead of relying solely on internally managed sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices