Atmos Advisory, LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 160087
- Registered since
- April 19, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.25%
- Individuals11.31%
- Charitable Organizations2.33%
- Pension & Profit Sharing Plans2.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Atmos Advisory, LLC is an independent registered investment adviser organized as an LLC and first SEC-registered in 2021. The firm is owned by an individual and identifies as a capital allocator; its client base includes both individuals/families and institutional clients. Compensation is taken as a percentage of assets under management. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses and institutions. Atmos Advisory also performs selection of other advisers as part of its offering. The firm does not identify as an active ESG investor and is not flagged 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
- Public Funds/Mutual Funds95%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Devin Faddoul
DirectorCRD 7479173
Nicole Cosnotti
Client Service ManagerCRD 4147773
Kevin Siebert
AssociateCRD 4946233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$191M in ETFs
100%
$191M
<1%
$191K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $22.8M | 319,977 | 11.92% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 1001 Liberty Ave
- Time zone
- ET (UTC-5)
- Office locations
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