Atlas Brown logo

Atlas Brown

Updated today

Client assets under management

$554,505,790

Clients

440

12% high-net worth

Advisors

7

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

63

Typical

Average account size

$1,260,240

About

Atlas Brown provides family wealth management and a suite of Family Office Services to individuals and families — including high‑net‑worth clients — as well as retirement plans, trusts, estates, charitable organizations, and corporations. Its services include discretionary and non‑discretionary portfolio management across individual securities, mutual funds, ETFs and options, and, for accredited investors, access to private placements, together with planning, estate coordination, private foundation support and bill‑paying services.

Senior portfolio managers apply an institutional, multi‑asset approach that blends internal research, outside managers and alternatives to build customized strategies anchored to each client’s investment policy statement; the firm typically has trading discretion, uses block trading and limited good‑til‑cancelled orders, and conducts at least annual account reviews. Fidelity is the primary custodian and the firm emphasizes selecting cost‑effective mutual fund share classes and, where appropriate, exchanging shares to lower‑cost options.

Notable deviations from many peers include a formal promoter/solicitor arrangement under which Atlas Brown pays a referring promoter a portion of the management fee and requires written solicitor disclosures — a marketing endorsement practice that is relatively uncommon among similar team firms. The firm also provides Family Office bill‑paying with limited custody of client checking accounts and undergoes an annual surprise custody examination for those services, and it discloses economic incentives that can arise when advising on IRA rollovers and potential private capital from founders, with policies intended to manage related conflicts.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Private / alternative investments Options & derivatives strategies

Occupation focus

Founder/Business Owner

Fee options

Fixed

Annual flat fee on an extremely limited basis as agreed in writing, charged quarterly.

Percentage

$0 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.60% $25,000,001+: 0.50%

Main office location

Atlas Brown

333 East Main Street, Suite 400

Louisville KY 40202-1259, United States

Number of offices

1

Most active in

California · Florida · Georgia · Indiana · Kentucky · Louisiana · Ohio · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cherri L

Series 65

Louisville, KY

Atlas Brown

Cherri Lamkin is a financial advisor at Atlas Brown with eight years of industry experience. She holds a Series 65 designation and has been with Atlas Brown since 2016. Atlas Brown, Inc. provides family wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $567.5 million for about 438 clients, offering portfolio management and a range of Family Office services including financial planning, trust and estate coordination, and private foundation management.

Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Michael R

Series 63, Series 65

Louisville, KY

Atlas Brown

Michael Robinson is a financial advisor at Atlas Brown with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas Brown Investment Advisors since 2008. Prior to that, he was involved with Cypress Alts LLC and Cypress Holdings LLC for ten years. Atlas Brown provides family wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $567.5 million for about 438 clients, offering discretionary and limited non-discretionary portfolio management alongside Family Office services such as financial planning and trust coordination.

Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

David R

Series 63, Series 65

Louisville, KY

Atlas Brown

David Russell is an executive vice president at Atlas Brown with 43 years of industry experience. He has held positions at Private Client Services, LLC and has been with Atlas Brown since 2014. Outside of his advisory role, he operates Mo Chuisle Farm in Shelbyville, KY, and serves as treasurer for the One Seagrove homeowners' association in Santa Rosa Beach, FL. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various entities, managing approximately $567.5 million across 438 clients. The firm employs institutional techniques and offers a range of portfolio management and Family Office services tailored to client needs.

Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Samuel V

Series 63, Series 65

Louisville, KY

Atlas Brown

Samuel Vonderheide is a financial advisor at Atlas Brown in Louisville, KY, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Private Client Services, LLC from 2015 to 2019. Outside of his advisory role, he supports fundraising efforts for the Louisville Zoo and works part-time in event merchandising. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and institutional clients. The firm manages approximately $567.5 million and offers portfolio management alongside Family Office services, employing institutional techniques and a multidisciplinary approach tailored to each client’s investment policy.

Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

William H

CFA®, Series 63, Series 65

Louisville, KY

Atlas Brown

William Hancock III is a CFA® charterholder with 22 years of industry experience. He is currently with Atlas Brown, where he has worked since 2005, and previously worked at Purshe Kaplan Sterling Investments. Hancock serves on the board of the Filson Historical Society, a nonprofit organization in Louisville, Kentucky, where he is a member of the finance and personnel committees. Atlas Brown provides family wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $567.5 million for about 438 clients, offering discretionary and limited non-discretionary portfolio management alongside Family Office services such as financial planning and trust coordination.

Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Bradley G

Series 63, Series 65

Louisville, KY

Atlas Brown

Bradley Glotzbach is a financial advisor at Atlas Brown with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown since 2009. Outside of his advisory work, he serves as a fitness instructor at YMCA Louisville. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various institutions, managing approximately $567.5 million across 438 clients. The firm employs institutional investment techniques and offers a range of Family Office services, including financial planning and trust coordination.

Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Timothy C

Series 63, Series 65

Louisville, KY

Atlas Brown

Timothy Corley is a financial advisor at Atlas Brown with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown Investment Advisors Inc. since 2004. Outside of his advisory role, he is the owner of Zoeva Properties, LLC, a real estate management business. Atlas Brown provides wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages over $567 million and offers portfolio management along with Family Office services, utilizing institutional investment techniques and a fiduciary custodian platform.

Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner
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