ATMOS ADVISORY, LLC

Overview

Atmos Advisory, LLC is an independent registered investment adviser operating as a limited liability company and positioned as a capital allocator for high-net-worth individuals, families and institutions. The firm emphasizes fee-based portfolio management and financial planning, providing separate account management for individuals, small businesses and institutional clients, and it also sources and selects third‑party advisers when appropriate. Atmos favors publicly traded pooled vehicles—particularly tax‑managed funds and ETFs—as the core of client portfolios, while selectively allocating to private placements and real estate for incremental yield, diversification and access to strategies not available in public markets. The firm charges a percentage-of-AUM fee and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices