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ATLAS FIDUCIARY FINANCIAL, LLC

SARASOTA, FL · CRD 307310 · IAPD ↗ · atlasfiduciary.com · (941) 879-9290

$231.2MRegulatory AUM
5Advisory reps
6Employees
4Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — ATLAS FIDUCIARY FINANCIAL, LLC (SARASOTA, FL) left the SEC roster (was $231.2M RAUM, 5 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
58
April 2024 — ATLAS FIDUCIARY FINANCIAL, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — ATLAS FIDUCIARY FINANCIAL, LLC reported RAUM up 30% ($178.2M -> $231.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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