RIA Intel›Advisers›New York›ATOMIC INVEST LLC

ATOMIC INVEST LLC

Advisory

N·NEW YORK, NY

Data as of Feb 9, 2026 · Source: SEC Form ADV

Total AUM

$463M

1-Year AUM Growth

+13.1%

3-Year CAGR

—

Employees

18

Assets Under Management

Total AUM$463M

Discretionary AUM$227M

Non-Discretionary AUM$236M

Discretionary %48.9%

Total Clients6,181

Team

Total Employees18

Investment Advisers18

Employee Growth (1Y)+137.5%

Filing History

Total Filings on Record19

First FilingApr 1, 2021

Latest FilingFeb 9, 2026

🔒 Full AUM trend chart and 19 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ATOMIC INVEST LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.