RIA Intel›Advisers›Florida›ATLAS FINANCIAL ADVISORS, LLC

ATLAS FINANCIAL ADVISORS, LLC

Advisory

BOCA RATON, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL

#1,475

of 2,610 advisers by AUM

Average account

$571K

across 122 accounts

AUM per adviser

$17M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients74

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, FL, NC, 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

74 clients

20 high-net-worth

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

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