ATLAS INVESTMENT ADVISORS
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 324861
- Registered since
- April 3, 2024
- Website
- invest-atlas.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.61%
- Individuals6.84%
- Charitable Organizations0.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Atlas Investment Advisors is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered (2024) and charges a mix of percentage-of-AUM and fixed fees. Its advisory scope is focused on retail clients rather than institutional pension plans, and it does not present itself as an ESG-focused or multi-state adviser. The firm lists an industry affiliation with an accountant and does not identify itself as a capital allocator.
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 Equities61%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2Rebecca Richardson
Financial Planner & Investment AdviserCRD 7308252
GEORGE MAUSER
Lead Wealth AdvisorCRD 5894853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$99.8M in ETFs
52%
$52.1M
48%
$47.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US LARGE CAP VALUE ETF (AVLV) | Avantis | Active | Large Value | $8.4M | 103,993 | 8.40% |
Location
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 11720 Amber Park Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ELM3 FINANCIAL GROUP, LLC
RIAALPHARETTA, GA
NEWCORP WEALTH MANAGEMENT
RIAALPHARETTA, GA
PHORCYS CAPITAL PARTNERS, LLC
RIAALPHARETTA, GA
INCOMPASS FINANCIAL PARTNERS, LLC
RIAALPHARETTA, GA
OVERLAY MANAGEMENT, LLC
RIAALPHARETTA, GA
DANER WEALTH MANAGEMENT, LLC
RIAALPHARETTA, GA