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.
SEC-registered adviser
Atlas Investment Advisors
Legal name Atlas Financial Planning, LLC
Latest filing Feb 11, 2026
First filing on the tape Mar 4, 2024 · 3 filings
SEC status approved since Apr 3, 2024
RAUM
$184M
reported, Item 5.F
Discretionary
87%
of RAUM
Private clients
99%
$183M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$92.0M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$184M as of Feb 11, 2026
Mar 18, 2025$138M then
HNW client RAUM$171M as of Feb 11, 2026
Mar 18, 2025$128M then
State-registered IARs (5.B.3)2 as of Feb 11, 2026
Mar 18, 20252 then
Employees (5.A)2 as of Feb 11, 2026
Mar 18, 20252 then
Private funds: no history
RAUM +33% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Feb 11, 2026; every figure names its basis
- RAUM per advisor
- $92.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $363,834derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 87%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +12%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$171M93%
- Individuals$12.6M6.8%
- Charitable organizations$1.0M0.5%
- Individual clients
- 15reported
- HNW clients
- 101reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 506reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Rebecca Outten RichardsonCertified Financial Planner | Alpharetta, Ga | Jun 1, 2023 | 11 y | 1 |
| George Christian MauserCertified Financial Planner | Alpharetta, Ga | Jun 2, 2023 | 15 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- George Christian Mauser from Advisory Services NetworkJun 2, 2023 · RIA to RIA
- Rebecca Outten Richardson from Advisory Services NetworkJun 1, 2023 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Advisory Services NetworkJun 30, 2023 · St Simons Island, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Christian George Mauser · Co-Founder And Chief Compliance Officercontrolsince 11/2020 · owns 50% to 75%
- Outten Rebecca Richardson · Co-Foundercontrolsince 11/2020 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Alpharetta, Ga · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- St Simons Island, GA2 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 482 to 506Mar 18, 2025 to Feb 11, 2026
- HNW clients · 88 to 101Mar 18, 2025 to Feb 11, 2026
- Individual clients · 16 to 15Mar 18, 2025 to Feb 11, 2026
- Financial planning clients · 51-100 to 101-250Mar 18, 2025 to Feb 11, 2026
- Discretionary RAUM · $115M to $159MMar 18, 2025 to Feb 11, 2026
- HNW RAUM · $128M to $171MMar 18, 2025 to Feb 11, 2026
- Individual RAUM · $9.6M to $12.6MMar 18, 2025 to Feb 11, 2026
- Non-discretionary RAUM · $23.2M to $24.7MMar 18, 2025 to Feb 11, 2026
- RAUM · $138M to $184MMar 18, 2025 to Feb 11, 2026
- Accounts · 384 to 482Mar 4, 2024 to Mar 18, 2025
- HNW clients · 37 to 88Mar 4, 2024 to Mar 18, 2025
- Individual clients · 57 to 16Mar 4, 2024 to Mar 18, 2025
- Financial planning clients · 51-100 to 51-100Mar 4, 2024 to Mar 18, 2025
- Discretionary RAUM · $73.7M to $115MMar 4, 2024 to Mar 18, 2025
- HNW RAUM · $71.6M to $128MMar 4, 2024 to Mar 18, 2025
- Individual RAUM · $28.2M to $9.6MMar 4, 2024 to Mar 18, 2025
- Non-discretionary RAUM · $27.0M to $23.2MMar 4, 2024 to Mar 18, 2025
- RAUM · $101M to $138MMar 4, 2024 to Mar 18, 2025
Signals
2 dated events
- Atlas Investment Advisors filed its initial SEC registration (Form ADV)Mar 4, 2024 · First SEC registration · fact
- 2 advisors left Advisory Services Network (ST Simons Island, GA) for Atlas Investment Advisors on the same dayJun 30, 2023 · Team lift-out · derived
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
- Business email
- info@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- arendst@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- bones@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- casasn@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- conference@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- editor@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- ganzec@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- groverc@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- hooksj@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- fusilerot@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- membership@napfa.orgreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- tennanth@napfa.orgreportedpublished by the firm, firm site, Sep 17, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $92.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026