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.
The Atlas Financial Group
Miami, FL
Flow Focus LLC, CRD 306849
Firm filing updated March 25, 2026 ·
- $174.9MAssets
- 71Clients
- 1Advisory staff
- 71Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals35
- High net worth individuals34
- Banks1
- Corporations or other businesses1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 35 | $6.2 million |
| High net worth individuals | 34 | $29.4 million |
| Banking or thrift institutions | 1 | $138.7 million |
| Corporations or other businesses not listed above | 1 | $690,532 |
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
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$174.9 million
- Accounts71
- Discretionary$33.3 million · 67 accounts
- Non-discretionary$141.6 million · 4 accounts
People
- Employees4
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Flow Focus LLC SEC-registered investment advisor. CRD 306849, SEC file 801-128415.
- Registered with the SEC as an investment advisor (status date on record: July 27, 2023).
Is The Atlas Financial Group a fiduciary?
Short answer: The Atlas Financial Group 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.