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.
Gearhart & Associates
Cincinnati, OH
Atlas Wealth LLC, CRD 321832
Firm filing updated April 28, 2026 ·
- $872.6MAssets
- 2,903Clients
- 4Advisory staff
- 2,903Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals2,672
- High net worth individuals212
- Corporations or other businesses13
- Pension and profit sharing plans6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 2,672 | $99.9 million |
| High net worth individuals | 212 | $743.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $10.7 million |
| Corporations or other businesses not listed above | 13 | $18.3 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$872.6 million
- Accounts2,903
- DiscretionaryAll accounts
People
- Employees7
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Atlas Wealth LLC SEC-registered investment advisor. CRD 321832, SEC file 801-125856.
- Registered with the SEC as an investment advisor (status date on record: June 10, 2022).
Is Gearhart & Associates a fiduciary?
Short answer: Gearhart & Associates is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents.
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.