RIA Intel›Advisers›New Hampshire›ATLANTIC FINANCIAL ASSET MANAGEMENT CORP.

ATLANTIC FINANCIAL ASSET MANAGEMENT CORP.

Advisory

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$615K

across 1 accounts

AUM per adviser

$307K

2 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$615K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$615K

Discretionary AUM$615K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

SQUAM LAKES INVESTMENT MANAGEMENT, LLC

$398K

CREATIVE FINANCIAL STRATEGIES, INC.

LITTLETON, NH

$293K

CASTLE ASSET MANAGEMENT L.L.C.

NORTH HAMPTON, NH

$1M

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