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ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD 324861 · IAPD ↗ · 770-336-6805

$184.1MRegulatory AUM
2Advisory reps
2Employees
2Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — ATLAS INVESTMENT ADVISORS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
March 2026 — ATLAS INVESTMENT ADVISORS reported RAUM up 33% ($138.2M -> $184.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — ATLAS INVESTMENT ADVISORS reported RAUM up 37% ($100.7M -> $138.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — ATLAS INVESTMENT ADVISORS (ALPHARETTA, GA) is newly SEC-registered with $100.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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