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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$91.1MItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$91.1M

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

1

RAUM per advisor

$91.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

Private funds

1Schedule D 7.B(1)

Custody, client assets

$91.1M

SEC number

801-128489

CRD

312501

Filings on the tape

6

First filed

Jun 30, 2023

Latest filed

Jul 20, 2026

Organised

Limited Liability Company, DE

Website

atlacap.com

• Occurred

  Jun 30, 2023
  First Form ADV filing

  Atla Capital Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4cd667c5-3ceb-8d20-e851-ba0f13b7fdb0

First observed

Jun 30, 2023

Last observed

Jul 20, 2026 2 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.