ATLAS INVESTMENT ADVISORS
ATLAS FINANCIAL PLANNING, LLC Legal Name
Adviser information for ATLAS INVESTMENT ADVISORS last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 288 | $73.7M |
| Non-Discretionary | 96 | $27.0M |
| Total | 384 | $100.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 57 | $28.2M |
| HNW Individuals | 37 | $71.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $895,967 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 7 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-129830 |
|---|---|
| SEC ERA File Number | 801-129830 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324861 |
| Legal Entity Identifier | None |
Principal Office
11720 AMBER PARK DR #160ALPHARETTA
GA
United States
Monday - Friday, 9:30 AM - 4:00 PM
Tel: 770-336-6805, Fax: None
Chief Compliance Officer
GEORGE CHRISTIAN MAUSER
CO-FOUNDER, INVESTMENT ADVISER REPRESENTATIVE
5445 LINGER LONGER RD
CUMMING
GA
United States
Tel:
770-367-0300
C********@***************M
(Full email address available in API data)
Regulatory Contact
REBECCA RICHARDSON
CO-FOUNDER, INVESTMENT ADVISER REPRESENTATIVE
2238 GOODWOOD BLVD
SMYRNA
GA
United States
Tel:
757-678-2853
R******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MAUSER, GEORGE, CHRISTIAN | Individual | – | CO-FOUNDER AND CHIEF COMPLIANCE OFFICER | 11/2020 | 50-75% |
| Richardson, Rebecca, Outten | Individual | – | CO-FOUNDER | 11/2020 | 50-75% |