Skip to main content

ATLAS CAPITAL ADVISORS INC.

SEC Form ADV profile.

Total regulatory AUM
$1,148,644,385
Discretionary
$1,057,335,518
Non-discretionary
$91,308,867

Firm details

CRD number
127036
SEC file number
801-66544
Main office
SAN FRANCISCO, CA, United States
Employees
10
SEC status
Approved
Fee structure
Percentage of AUM Performance-based

As of October 2026.