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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ATLAS WEALTH MANAGEMENT GROUP, LLC

CRD 173161

LAGUNA HILLS, 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:2159c99f-a408-d9bc-dc10-fed41a5f1c6d

Data as of Dec 4, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 1
Observed: Apr 25, 2015 to Dec 4, 2015
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Atlas Wealth Management Group, LLC

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $13.2MItem 5.F on the latest filing (2015-12-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Accounts: 70
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $4.2Mgross asset value as reported per fund; never fund size
Custody, client assets: $0
SEC number: 801-96229
CRD: 173161
Filings on the tape: 10
First filed: Apr 25, 2015
Latest filed: Dec 4, 2015
Organised: Limited Liability Company, California

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PRIMORIS INCOME FUND, LLC	Real Estate Fund	$3.2M	Dec 4, 2015	19	Sep 4, 2015	reported	021-247142
CENSUS MULTI-FAMILY FUND LVN, LLC	Real Estate Fund	$987,000	Dec 4, 2015	7	Sep 4, 2015	reported	021-246849

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
CERNY, JEFFREY, ALAN	CEO/CFO/COO/CLO/CCO/ DIRECTOR	E	yes	01/2014	Apr 25, 2015	Dec 4, 2015

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Irvine	CA	United States	n/a	no
FRUITLAND PARK	FL	United States	n/a	no

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
REDHAWK WEALTH ADVISORS, INC.	2	Jul 22, 2020	Aug 14, 2024	IRVINE, CA	Team lift out	Other	40.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WILLIAM JORDAN INVESTMENTS, INC.	3	Aug 16, 2017	May 25, 2017	LAGUNA HILLS, CA	Firm absorbed	Other	100.0%

Relationships

Advises (2)

→ PRIMORIS INCOME FUND, LLCPrivate fundReal Estate Fund, IA
Sep 4, 2015 to presentfactForm ADV
→ CENSUS MULTI-FAMILY FUND LVN, LLCPrivate fundReal Estate Fund, IA
Sep 4, 2015 to presentfactForm ADV

Controls (1)

← CERNY, JEFFREY, ALANOwnerCEO/CFO/COO/CLO/CCO/ DIRECTOR, ownership code E, individual
Apr 25, 2015 to presentfactForm ADV

Moved with (1)

→ REDHAWK WEALTH ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Jul 22, 2020 to Aug 14, 2024factForm ADV

Registered with (5)

← JEFFREY ALAN CERNYAdvisorregistration: previous registration
Aug 7, 2015 to Aug 10, 2020factForm ADV
← CHARLES IAN KASNERAdvisorregistration: previous registration
Dec 2, 2015 to Jul 24, 2020factForm ADV
← EVONNE IANACONE RYANAdvisorregistration: previous registration
Jun 27, 2018 to Jul 22, 2020factForm ADV
← SANDY G LEVINEAdvisorregistration: previous registration
May 25, 2017 to Jul 22, 2020factForm ADV
← SCOTT LOCKE GREENAMEYERAdvisorregistration: previous registration
May 25, 2017 to Jul 22, 2020factForm ADV

Dated events

Occurred
Sep 4, 2015
Succession filed (Item 4)
Alcorn Investment reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2015
First Form ADV filing
Alcorn Investment Company filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2159c99f-a408-d9bc-dc10-fed41a5f1c6d
First observed: Apr 25, 2015
Last observed: Dec 4, 2015 131 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 WEALTH MANAGEMENT GROUP, LLC

CRD 173161

LAGUNA HILLS, 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:2159c99f-a408-d9bc-dc10-fed41a5f1c6d

Data as of Dec 4, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:17 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PRIMORIS INCOME FUND, LLC

Real Estate Fund

$3.2M

Dec 4, 2015

Sep 4, 2015

reported

021-247142

CENSUS MULTI-FAMILY FUND LVN, LLC

Real Estate Fund

$987,000

Dec 4, 2015

Sep 4, 2015

reported

021-246849

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CERNY, JEFFREY, ALAN

CEO/CFO/COO/CLO/CCO/ DIRECTOR

yes

01/2014

Apr 25, 2015

Dec 4, 2015

City

State

Country

Employees

Also broker-dealer

Irvine

United States

n/a

FRUITLAND PARK

United States

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

REDHAWK WEALTH ADVISORS, INC.

Jul 22, 2020

Aug 14, 2024

IRVINE, CA

Team lift out

Other

40.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WILLIAM JORDAN INVESTMENTS, INC.

Aug 16, 2017

May 25, 2017

LAGUNA HILLS, CA

Firm absorbed

Other

100.0%