Kenneth John Frier
Investment adviser representative at Atlas Capital Advisors Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Atlas Capital Advisors Inc.May 2021 to now
- Secor Asset ManagementJan 2017 to Apr 2021
- Self EmployedAug 2016 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Atlas Capital Advisors Inc.
$1.1BAssets managed
157Clients
8Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5339893
- Firm CRD
- 127036