Samuel M Vonderheide
Investment adviser representative at Atlas Brown
5 yearsExperience
1 stateRegistered in
$605.2MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- Atlas BrownJun 2014 to now
- Private Client Services, LLCNov 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (KY).
Atlas Brown
Legal name: Atlas Brown, Inc.
$605.2MAssets managed
451Clients
7Advisers
21 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
- 6038298
- Firm CRD
- 133408