ATLAS CAPITAL ADVISORS INC.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 127036
- Registered since
- May 3, 2006
- Website
- atlasca.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI90.62%
- Charitable Organizations8.17%
- Individuals0.92%
- Corporations / Businesses0.27%
- Pooled Investment Vehicles0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Atlas Capital Advisors Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2006. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee model combines a percentage-of-assets arrangement with performance-based fees. Atlas reports it is not a multi-state adviser, does not position itself as a capital allocator, and does not pursue ESG investing as a stated strategy.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities65%
- US Government Bonds17%
- State & Local Bonds13%
- Investment Grade Corp Bonds3%
- Non-Investment Grade Corp Bonds1%
Owners & executives
1 of 1KENNETH FRIER
Chief Investment OfficerCRD 5339893
Contacts
3 of 8ALBERT GUTIERREZ
PartnerCRD 1624262
MARC ROTH
Financial AdvisorCRD 1024631
Daniel Krebs
Managing DirectorCRD 7125303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 221Active vs passive
$607M in ETFs
100%
$605M
<1%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EUROPEAN STOCK INDEX FUND (VGK) | Vanguard | Passive | Europe Stock | $38.8M | 470,532 | 6.39% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 38 Keyes Ave
- Time zone
- PT (UTC-8)
- Office locations
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