A
Atlantes Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,843,000
Total clients
46
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
46
Average account size
$1,366,152
About
Atlantes Financial Advisors Corp provides personalized portfolio management and financial planning to individuals and a variety of institutional and trust clients. Services described in the brochure include both discretionary and non‑discretionary portfolio management as well as consultative or single‑subject financial planning, with written evaluations (such as net worth statements) and periodic reviews.
The firm emphasizes strategic asset allocation using a core‑and‑satellite approach, with passively managed index funds and ETFs as the core and selectively added active managers; portfolios are globally diversified, monitored, and rebalanced and may be implemented via firm model portfolios. Security analysis may draw on fundamental, technical, cyclical and charting methods, and accounts may be managed on a discretionary basis when clients grant trading authority.
The brochure discloses that advisory personnel are also registered representatives of a broker‑dealer (Purshe Kaplan Sterling Investments) and licensed as insurance agents, and that they may receive commission‑based compensation for securities and insurance sales — a potential conflict of interest the firm identifies. The firm also documents formal operational preparedness uncommon for a solo adviser, including a written Business Continuity Plan with offsite backups, alternate offices, and a business continuation agreement to address loss or disability of the principal.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Long-term care insurance
Disability insurance
Fee options
Flat rate based on hourly rate of $100 for single subject financial planning services; may also agree to annual flat fee for portfolio management services in some cases
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Commission-based compensation earned by registered representatives in addition to advisory fees
$100 per hour for consultive financial planning services
Minimum fee: Minimum annual fee of $500
Main office location
Atlantes Financial Advisors
365 Grand Avenue, Suite "A"
Fairhope AL 36532, United States
Number of offices
1
Most active in
Atlantes Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Alabama · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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