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ATLAS CAPITAL ADVISORS INC.
CRD 127036File 801-66544
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.15B
Above cohort median (national)
Discretionary AUM
$1.06B
Non-discretionary $91.3M
Clients
157
409 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 3, 2006
- Principal office
- 38 KEYES AVE SUITE 200, SAN FRANCISCO, CA, 94129
- Phone
- 415-354-2400
- Website
- HTTPS://WWW.ATLASCA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.15B
- Discretionary AUM
- $1.06B
- Non-discretionary AUM
- $91.3M
- Discretionary accounts
- 380
- Non-discretionary accounts
- 29
- Total accounts
- 409
- AUM per client
- $7.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.1M |
| Charitable organizations | 13 | $93.9M |
| High net worth individuals | 93 | $1.04B |
| Pooled investment vehicles | 2 | $290K |
| Individuals (other than high net worth individuals) | 44 | $10.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 173 | 157 | decreased by16 |
| Apr 1, 2026 | AUM | $1,054,159,676 | $1,148,644,385 | increased by$94,484,709 |
| Apr 1, 2026 | Accounts | 481 | 409 | decreased by72 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 188 | 173 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $938,200,000 | $1,054,159,676 | increased by$115,959,676 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 503 | 481 | decreased by22 |
| Apr 1, 2022 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2022 | Clients | 184 | 188 | increased by4 |
| Apr 1, 2022 | AUM | $714,000,000 | $938,200,000 | increased by$224,200,000 |
| Apr 1, 2022 | Accounts | 395 | 503 | increased by108 |
| Dec 1, 2021 | Custody | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATLAS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATLAS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.