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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ATLASMARK FINANCIAL, INC.

CRD 152635

AUSTIN, TX

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:c51bec20-1bd5-6d49-a230-e3cfc1c06ac2

Data as of Jan 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 4
On other graphs: 0
Observed: Mar 10, 2016 to Jan 12, 2026
23 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=0.88 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $229MItem 5.F on the latest filing (2026-01-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $229M
Private client RAUM: $202MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $229Mderivedthe 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: 374
Individual clients: 84
High net worth clients: 35
SEC number: 801-107434
CRD: 152635
Filings on the tape: 23
First filed: Mar 10, 2016
Latest filed: Jan 12, 2026
Organised: Corporation, TX
Website: atlasmark.com

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
ERIK JON ANDERSON	Certified Financial Planner\|Personal Financial Specialist	AUSTIN, TX	16	19	1	no

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
ATLASMARK FUND, LP	Hedge Fund	$7.5M	Nov 9, 2023	7	Apr 27, 2021	reported	021-387610

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
ANDERSON, ERIK, JON	PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER	E	yes	02/2010	Mar 10, 2016	May 8, 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; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 12, 2026	$229M	$229M	1	1	0	n/a	n/a
2024	Feb 7, 2025	$822M	$822M	9	1	0	n/a	n/a
2023	Mar 4, 2024	$648M	$641M	9	1	0	n/a	n/a
2022	Feb 24, 2023	$636M	$630M	10	1	0	1	$7.5M
2021	Feb 11, 2022	$729M	$722M	11	1	0	1	$11.4M
2020	Mar 4, 2021	$585M	$581M	12	1	0	n/a	n/a
2019	Mar 11, 2020	$516M	$446M	13	2	0	n/a	n/a
2018	Mar 21, 2019	$412M	$405M	15	1	0	n/a	n/a
2017	Mar 12, 2018	$419M	$415M	15	1	0	n/a	n/a
2016	Mar 23, 2017	$352M	$348M	14	1	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
0	0	0	0.0%	0	0	0	0	0

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	$229M	$822M	-72.2%	$636M	-28.9%	1	9	0	0

Relationships

Advises (1)

→ ATLASMARK FUND, LPPrivate fundHedge Fund, IA
Apr 27, 2021 to presentfactForm ADV

Registered with (1)

← ERIK JON ANDERSONAdvisorregistration: current employment
Apr 14, 2010 to presentfactForm ADV

Controls (1)

← ANDERSON, ERIK, JONOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, ownership code E, individual
Mar 10, 2016 to May 8, 2024factForm ADV

Dated events

Occurred
Jul 25, 2025
Regulatory AUM changed
Atlasmark Financial, Inc. reported RAUM $224.3M, down 73% from $822.2M (2025-02-07 to 2025-07-25)
Form ADVobserved 4 days ago
$-598M
Occurred
Jan 20, 2025
Regulatory AUM changed
Atlasmark Financial, Inc. reported RAUM $822.2M, up 27% from $647.9M (2024-05-08 to 2025-01-20)
Form ADVobserved 4 days ago
$174M
Occurred
Mar 11, 2020
Regulatory AUM changed
Atlasmark Financial, Inc. reported RAUM $515.9M, up 25% from $411.9M (2019-03-21 to 2020-03-11)
Form ADVobserved 4 days ago
$104M
Occurred
Mar 10, 2016
First Form ADV filing
Atlasmark Financial, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c51bec20-1bd5-6d49-a230-e3cfc1c06ac2
First observed: Mar 10, 2016
Last observed: Jan 12, 2026 8 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.

ATLASMARK FINANCIAL, INC.

CRD 152635

AUSTIN, TX

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:c51bec20-1bd5-6d49-a230-e3cfc1c06ac2

Data as of Jan 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIK JON ANDERSON

Certified Financial Planner|Personal Financial Specialist

AUSTIN, TX

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ATLASMARK FUND, LP

Hedge Fund

$7.5M

Nov 9, 2023

Apr 27, 2021

reported

021-387610

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, ERIK, JON

PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER

yes

02/2010

Mar 10, 2016

May 8, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 12, 2026

$229M

n/a

2024

Feb 7, 2025

$822M

n/a

2023

Mar 4, 2024

$648M

$641M

n/a

2022

Feb 24, 2023

$636M

$630M

$7.5M

2021

Feb 11, 2022

$729M

$722M

$11.4M

2020

Mar 4, 2021

$585M

$581M

n/a

2019

Mar 11, 2020

$516M

$446M

n/a

2018

Mar 21, 2019

$412M

$405M

n/a

2017

Mar 12, 2018

$419M

$415M

n/a

2016

Mar 23, 2017

$352M

$348M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$229M

$822M

-72.2%

$636M

-28.9%