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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ATLAS CAPITAL ADVISORS INC.

CRD 127036

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:03a71394-b786-174a-c155-8eef623191df

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 4
On other graphs: 0
Observed: Feb 22, 2012 to Mar 31, 2026
47 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $144Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 409
Individual clients: 44
High net worth clients: 93
Custody, client assets: $11.4M
SEC number: 801-66544
CIK: 1434165
CRD: 127036
Filings on the tape: 47
First filed: Feb 22, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, WY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Gino Garcia	n/a	SAN FRANCISCO, CA	1	11	n/a	no
JONATHAN EVAN TUNNEY	Chartered Financial Analyst	SAN FRANCISCO, CA	1	23	2	no
Daniel Krebs	n/a	SAN FRANCISCO, CA	1	12	n/a	no
LESLIE ANN KRAMPERT	n/a	SAN FRANCISCO, CA	0	22	n/a	no
ALBERT JOSEPH GUTIERREZ	Chartered Financial Analyst	SAN FRANCISCO, CA	0	39	2	no
JOHN SOLARI BAKER	n/a	SAN FRANCISCO, CA	0	19	3	yes
KENNETH JOHN FRIER	Chartered Financial Analyst	SAN FRANCISCO, CA	0	11	1	no
Russell Reed Silvestri	n/a	SAN FRANCISCO, CA	0	41	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TUNNEY, JONATHAN, EVAN	MANAGING SHAREHOLDER, PM & CTO	D	yes	01/2006	Mar 31, 2026	Mar 31, 2026
GUTIERREZ, ALBERT, JOSEPH	SHAREHOLDER, PM & CCO INVESTMENT OFFICER	B	no	01/2011	Mar 31, 2026	Mar 31, 2026
KRAMPERT, LESLIE, ANN	SHAREHOLDER - CLIENT SERVICE	Na	no	11/2024	Mar 31, 2026	Mar 31, 2026
BODNYK, MICHAEL, JONATHAN	Partner	Na	no	12/2017	Feb 10, 2020	Nov 20, 2024
FRIER, KENNETH, JOHN	PARTNER - CHIEF INVESTMENT OFFICER	Na	no	05/2021	Apr 8, 2015	Nov 20, 2024
Krebs, Daniel	Partner	Na	no	10/2019	Feb 10, 2020	Nov 20, 2024
ROTH, MARC, ALLEN	Partner	Na	no	04/2019	Feb 10, 2020	Nov 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.1B	$1.1B	10	4	0	n/a	n/a
2024	Apr 24, 2025	$1.1B	$945M	10	5	0	n/a	n/a
2023	Mar 28, 2024	$909M	$822M	9	7	0	n/a	n/a
2022	Apr 3, 2023	$784M	$713M	10	6	0	n/a	n/a
2021	Mar 31, 2022	$938M	$895M	10	6	0	n/a	n/a
2020	Mar 29, 2021	$714M	$707M	9	5	0	n/a	n/a
2019	Feb 10, 2020	$707M	$658M	11	5	0	n/a	n/a
2018	Mar 22, 2019	$438M	$438M	10	4	1	n/a	n/a
2017	Mar 5, 2018	$476M	$476M	9	4	1	n/a	n/a
2016	Feb 21, 2017	$419M	$419M	9	5	n/a	n/a	n/a
2015	Feb 4, 2016	$389M	$317M	11	7	n/a	n/a	n/a
2014	Feb 18, 2015	$385M	$304M	9	5	n/a	n/a	n/a
2013	Feb 14, 2014	$297M	$244M	7	5	n/a	n/a	n/a
2012	Feb 20, 2013	$213M	$196M	8	6	n/a	n/a	n/a
2011	Feb 22, 2012	$175M	$147M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	12.5%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$1.1B	9.0%	$784M	13.6%	10	10	0	0

Relationships

Registered with (12)

← Russell Reed SilvestriAdvisorregistration: current employment
Dec 24, 2025 to presentfactForm ADV
← KENNETH JOHN FRIERAdvisorregistration: previous registration
Apr 24, 2015 to Dec 31, 2015factForm ADV
← JOHN SOLARI BAKERAdvisorregistration: previous registration
Feb 13, 2008 to Nov 19, 2009factForm ADV
← ALBERT JOSEPH GUTIERREZAdvisorregistration: previous registration
Dec 6, 2017 to Dec 31, 2018factForm ADV
← LESLIE ANN KRAMPERTAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← Daniel KrebsAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← JONATHAN EVAN TUNNEYAdvisorregistration: previous registration
Dec 6, 2017 to Dec 31, 2018factForm ADV
← Gino GarciaAdvisorregistration: current employment
Nov 27, 2024 to presentfactForm ADV
← MARC ALLEN ROTHAdvisorregistration: previous registration
Aug 30, 2019 to Dec 2, 2025factForm ADV
← TAYLOR REEDAdvisorregistration: previous registration
Aug 16, 2016 to Dec 31, 2018factForm ADV
← ALLAN SCOTT LEFEVREAdvisorregistration: previous registration
Oct 22, 2014 to Dec 31, 2015factForm ADV
← STEPHEN ERNEST MANTZOURISAdvisorregistration: previous registration
Nov 23, 2009 to Apr 26, 2010factForm ADV

Owns (5)

← ROTH, MARC, ALLENOwnerPARTNER, ownership code NA, individual
Feb 10, 2020 to Nov 20, 2024factForm ADV
← GUTIERREZ, ALBERT, JOSEPHOwnerPARTNER, PM & CCO, ownership code B, individual
Feb 22, 2012 to Nov 20, 2024factForm ADV
← FRIER, KENNETH, JOHNOwnerPARTNER - CHIEF INVESTMENT OFFICER, ownership code NA, individual
Apr 8, 2015 to Nov 20, 2024factForm ADV
← BODNYK, MICHAEL, JONATHANOwnerPARTNER, ownership code NA, individual
Feb 10, 2020 to Nov 20, 2024factForm ADV
← Krebs, DanielOwnerPARTNER, ownership code NA, individual
Feb 10, 2020 to Nov 20, 2024factForm ADV

Controls (1)

← TUNNEY, JONATHAN, EVANOwnerMANAGING PARTNER, PM & CTO, ownership code D, individual
Feb 22, 2012 to Nov 20, 2024factForm ADV

Dated events

Occurred
Dec 2, 2025
Advisor changed firm
Marc Allen Roth left Atlas Capital Advisors Inc. for Elmwood Wealth Management (registered 2026-01-28)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Succession filed (Item 4)
Atlas Capital Advisors Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Atlas Capital Advisors Inc. reported RAUM $938.2M, up 31% from $714.0M (2021-11-08 to 2022-03-31)
Form ADVobserved 6 days ago
$224M
Occurred
Feb 10, 2020
Regulatory AUM changed
Atlas Capital Advisors Inc. reported RAUM $707.0M, up 61% from $438.1M (2019-03-22 to 2020-02-10)
Form ADVobserved 6 days ago
$269M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03a71394-b786-174a-c155-8eef623191df
First observed: Feb 22, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ATLAS CAPITAL ADVISORS INC.

CRD 127036

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:03a71394-b786-174a-c155-8eef623191df

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Gino Garcia

n/a

SAN FRANCISCO, CA

n/a

JONATHAN EVAN TUNNEY

Chartered Financial Analyst

SAN FRANCISCO, CA

Daniel Krebs

n/a

SAN FRANCISCO, CA

n/a

LESLIE ANN KRAMPERT

n/a

SAN FRANCISCO, CA

n/a

ALBERT JOSEPH GUTIERREZ

Chartered Financial Analyst

SAN FRANCISCO, CA

JOHN SOLARI BAKER

n/a

SAN FRANCISCO, CA

yes

KENNETH JOHN FRIER

Chartered Financial Analyst

SAN FRANCISCO, CA

Russell Reed Silvestri

n/a

SAN FRANCISCO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TUNNEY, JONATHAN, EVAN

MANAGING SHAREHOLDER, PM & CTO

yes

01/2006

Mar 31, 2026

GUTIERREZ, ALBERT, JOSEPH

SHAREHOLDER, PM & CCO INVESTMENT OFFICER

01/2011

Mar 31, 2026

KRAMPERT, LESLIE, ANN

SHAREHOLDER - CLIENT SERVICE

11/2024

Mar 31, 2026

BODNYK, MICHAEL, JONATHAN

Partner

12/2017

Feb 10, 2020

Nov 20, 2024

FRIER, KENNETH, JOHN

PARTNER - CHIEF INVESTMENT OFFICER

05/2021

Apr 8, 2015

Nov 20, 2024

Krebs, Daniel

Partner

10/2019

Feb 10, 2020

Nov 20, 2024

ROTH, MARC, ALLEN

Partner

04/2019

Feb 10, 2020

Nov 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.1B

n/a

2024

Apr 24, 2025

$1.1B

$945M

n/a

2023

Mar 28, 2024

$909M

$822M

n/a

2022

Apr 3, 2023

$784M

$713M

n/a

2021

Mar 31, 2022

$938M

$895M

n/a

2020

Mar 29, 2021

$714M

$707M

n/a

2019

Feb 10, 2020

$707M

$658M

n/a

2018

Mar 22, 2019

$438M

n/a

2017

Mar 5, 2018

$476M

n/a

2016

Feb 21, 2017

$419M

n/a

2015

Feb 4, 2016

$389M

$317M

n/a

2014

Feb 18, 2015

$385M

$304M

n/a

2013

Feb 14, 2014

$297M

$244M

n/a

2012

Feb 20, 2013

$213M

$196M

n/a

2011

Feb 22, 2012

$175M

$147M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

9.0%

$784M

13.6%