Atlas Capital Advisors Inc.

Atlas Capital Advisors is an independent, privately owned investment adviser that provides discretionary wealth management, financial planning and tax-aware portfolio management to individuals, high-net-worth families, family offices, pension plans, trusts, foundations and other institutions. Services are primarily delivered through separately managed accounts with tailored investment policy statements and regular reporting.

The firm applies a mix of fundamental, technical and quantitative analysis across long-term, trading and hedging strategies and implements instruments such as options, futures, short sales and margin when appropriate. Atlas states it may facilitate investments in private or over‑the‑counter alternative instruments and typically monitors and rebalances client portfolios on a quarterly basis.

Atlas accepts performance‑based fee arrangements in addition to asset‑based fees and has a licensing arrangement with a third‑party platform that replicates Atlas’s live trading strategy into investor accounts, generating licensing revenue while the firm itself does not operate commingled funds. With over $1.1 billion in regulatory assets under management and a compact team, the firm combines institutional‑style tools (use of derivatives and borrowing in managed accounts, OTC product access, and family‑office services) with individualized, separate‑account management.