A
Atlas Capital Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,356
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Atlas CapitalAdvisory LLC provides tailored investment management and financial planning services to individuals (including high‑net‑worth clients) and to accounts managed through third‑party managers. The firm delivers continuous portfolio advice and develops personalized investment policies and asset allocation targets, and its advisory fees are primarily charged as a percentage of assets under management.
The firm's investment approach centers on strategic asset allocation implemented largely with passive vehicles (index mutual funds and ETFs) while permitting tactical shifts and employing fundamental and cyclical analysis as needed. ACA also uses and reviews third‑party managers (TAMPs), assisting clients with manager selection and oversight, and offers financial planning in multiple formats — ongoing subscription, project‑based, and hourly engagements (hourly planning is offered at $150 per hour).
What is distinctive about the firm relative to peers is that it accepts retail individual clients (including non‑HNW) despite operating in a category that typically serves pooled or institutional assets, and it formally recommends and monitors outside advisers — a service relatively uncommon among its peer group. The firm is newly registered and operates with a modest asset base, and it does not accept third‑party product compensation or performance‑based fees.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fixed fee between $250 and $5,000 (negotiable)
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Hourly financial planning rate of $150 per hour (negotiable)
Fee-only: Project-Based Financial Planning fixed fees range from $250 to $5,000 (negotiable); Ongoing Financial Planning fees include an upfront charge of $500-$5,000 and ongoing fees of $100-$1,000 per month or $300-$3,000 per quarter (negotiable)
Main office location
Atlas Capital Advisory LLC
Delray Beach FL, United States
Number of offices
1
Most active in
Atlas Capital Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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