RIA Intel›Advisers›Pennsylvania›ATLANTIC FINANCIAL MANAGEMENT LLC

ATLANTIC FINANCIAL MANAGEMENT LLC

Advisory

Data as of Jun 8, 2026 · Source: SEC Form ADV

Rank in PA

#1,527

of 1,528 advisers by AUM

Average account

$11K

across 1 accounts

AUM per adviser

$11K

1 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM

$11K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11K

Discretionary AUM$11K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

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

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

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

BRYN MAWR INVESTMENT COMPANY

$10K

Get the full picture on ATLANTIC FINANCIAL MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ATLANTIC FINANCIAL MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans