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

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$184MItem 5.F on the latest filing (2026-02-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$159M

Private client RAUM

$183MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$92.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

3Schedule D 1.F, beyond the principal office

Accounts

506

Individual clients

15

High net worth clients

101

SEC number

801-129830

CRD

324861

Filings on the tape

3

First filed

Mar 4, 2024

Latest filed

Feb 11, 2026

Organised

Limited Liability Company, GA

• Occurred

  Mar 4, 2024
  First Form ADV filing

  Atlas Investment Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago
• Occurred

  Jun 30, 2023
  Team lift-out

  2 advisors left Advisory Services Network (ST Simons Island, GA) for Atlas Investment Advisors on the same day

  Form ADVobserved 4 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d7eeec16-af0e-ee6c-7e24-618f9b1aa47e

First observed

Mar 4, 2024

Last observed

Feb 11, 2026 7 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.