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ATLAS BROWN

LOUISVILLE, KY · CRD 133408 · IAPD ↗ · atlasbrown.com · 502-271-2900

$605.2MRegulatory AUM
6Advisory reps
9Employees
15Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — ATLAS BROWN crossed $500M in regulatory AUM ($455.2M -> $567.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — ATLAS BROWN notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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