Fathom Advisors LLC

Overview

Fathom Advisors LLC is a recently formed limited liability company that registered with the SEC in 2026. The firm positions itself as a fee-based advisory practice offering financial planning and portfolio management across individual, small-business, and institutional client types, and it will also perform manager selection on behalf of clients. Ownership is structured to include a domestic entity and an individual, and the firm identifies itself as a capital allocator, indicating it expects to direct client assets as well as potentially select sub-advisers or external managers. Fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements. Fathom does not describe itself as an ESG-focused investor, does not operate as a multi-state adviser, and does not list pension consulting or related-adviser activities among its services. The combination of services — financial planning, discretionary portfolio management for both private and institutional clients, and manager selection — suggests the firm intends to offer holistic advice while outsourcing or allocating portions of portfolios when appropriate.

Assets & Accounts