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Daniel Krebs

Investment adviser representative at Atlas Capital Advisors Inc.
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
20 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Atlas Capital Advisors Inc.May 2019 to now
  2. Sebastes Capital ManagementJan 2014 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

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
7125303
Firm CRD
127036
Advisor's SEC record (opens in a new tab)
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