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ATLAS CAPITAL ADVISORS INC.

SAN FRANCISCO, CA · CRD 127036 · IAPD ↗ · 415-354-2400

$1.15BRegulatory AUM
4Advisory reps
10Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — ATLAS CAPITAL ADVISORS INC. shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2025 — ATLAS CAPITAL ADVISORS INC. crossed $1B in regulatory AUM ($909.0M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.