← Tributary

ATLAS FINANCIAL ADVISORS, INC.

OROVILLE, CA · CRD 160276 · IAPD ↗ · stevenvanmetre.com · 530 589 2515

$46.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
23States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — ATLAS FINANCIAL ADVISORS, INC. (OROVILLE, CA) left the SEC roster (was $46.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2026 — ATLAS FINANCIAL ADVISORS, INC. reported RAUM down 56% ($107.8M -> $46.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
25
April 2025 — ATLAS FINANCIAL ADVISORS, INC. changed its website from atlasfa.com to stevenvanmetre.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2025 — ATLAS FINANCIAL ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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