DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Atlas Lifestyle Planning Group LLC

STATE REGISTEREDColorado Springs, ColoradoCRD 305278websiteIAPD
Latest filing Sep 15, 2026
First filing on the tape Sep 15, 2026 · 1 filings
RAUM
$12.1M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$12.1M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Sep 15, 2026; every figure names its basis
RAUM per advisor
$12.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$119,771derivedHNW RAUM over HNW clients
Average account
$170,567derivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
0.1derived8 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$8.0M66%
  • Individuals$4.1M34%
Individual clients
n/areported
HNW clients
67reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
71reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
David Jaindl MartinColorado Springs, CoSep 17, 202620 y6
Advisor movement
2 left, 1 joined in 12 months
net -1 in 12 months1 left in 90 days1 joined in 90 days3 left over 36 months
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Colorado Springs, Co · principal111
Englewood, Co001
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
5 dated events
  • David Jaindl Martin registered as an investment adviser representative at Atlas Lifestyle Planning Group Llc
    Sep 17, 2026 · Advisor registered · fact
  • Michael Jon Abbate left Atlas Lifestyle Planning Group Llc for Dynamic Lifestyle Planning Group (registered 2026-05-04)
    Jul 20, 2026 · Advisor changed firm · fact
  • Troy Earl Reeder left Atlas Lifestyle Planning Group Llc for Mdrn Capital (registered 2026-06-29)
    Jun 3, 2026 · Advisor changed firm · fact
  • Aurora Ann Ash left Atlas Lifestyle Planning Group Llc for Raymond James Financial Services Advisors, Inc (registered 2026-08-24)
    Aug 22, 2024 · Advisor changed firm · fact
  • John Henry Boyle left Atlas Lifestyle Planning Group Llc for Ascent Capital Partners, Llc (registered 2025-01-03)
    Feb 23, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
atlasfirms.com/investment-advisoryreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
480-885-8988reportedpublic record, Form ADV, Sep 15, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
STATE REGISTEREDderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 15, 2026