SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Atlas Capital Advisors Inc.
San Francisco, CA
CRD 127036
Firm filing updated March 31, 2026 ·
- $1.1BAssets
- 157Clients
- 4Advisory staff
- 409Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals93
- Individuals44
- Charities13
- Corporations or other businesses5
- Pooled vehicles2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 44 | $10.6 million |
| High net worth individuals | 93 | $1.0 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $290,347 |
| Charitable organizations | 13 | $93.9 million |
| Corporations or other businesses not listed above | 5 | $3.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts409
- Discretionary$1.1 billion · 380 accounts
- Non-discretionary$91.3 million · 29 accounts
People
- Employees10
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 127036, SEC file 801-66544.
- Registered with the SEC as an investment advisor (status date on record: May 3, 2006).
Is Atlas Capital Advisors Inc. a fiduciary?
Short answer: Atlas Capital Advisors Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.