Atlas Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,945,039
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
67
30% high-net worth
Advisors
4
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
Very LowAverage account size
$835,001
About
Atlas Financial Advisors is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), investment companies, charitable organizations, and businesses. Like many team firms, it generally charges percentage‑of‑AUM fees for portfolio management and requires a discretionary mandate to implement client strategies.
The firm constructs and monitors customized portfolios with an emphasis on fixed‑income instruments such as municipal bonds, corporate debt, and U.S. government securities, and will rebalance portfolios in response to market conditions and changes in client circumstances. Atlas employs a mix of fundamental, technical, charting and cyclical analysis, may use margin and options in suitable accounts, and may recommend third‑party money managers when appropriate.
Atlas is notable for its formal affiliations: it is under common control with a broker‑dealer and with other advisory and holding entities, and certain associated persons are registered representatives who may receive transaction‑based compensation while Zeus Financial, the affiliated broker‑dealer, may act as a principal in some fixed‑income transactions. The firm discloses these relationships — including the offering of affiliated private placements through its holding company — and identifies related conflicts of interest and mitigation steps, such as not charging advisory fees on client assets invested in affiliated ventures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Concentrated stock management
Retirement income strategy
Wealth management
Fee options
Up to 1.75% annually, negotiable
Commission-based compensation received by certain registered representatives affiliated with the firm; separate from advisory fees
Up to $250 per hour, negotiable, for financial planning services
Account minimum: $500,000
Main office location
Atlas Financial Advisors, LLC
4800 T Rex Ave, Suite 100
Boca Raton FL 33431, United States
Number of offices
1
Most active in
Atlas Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida · North Carolina · Texas
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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