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ATLAS CAPITAL ADVISORS INC.
CRD 127036File 801-66544
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.