ATLAS BROWN

Legal name: ATLAS BROWN, INC.

CRD 133408File 801-63702

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$605.2M

Above cohort median (national)

Discretionary AUM

$584.8M

Non-discretionary $20.4M

Clients

451

1,194 accounts

Employees

Above cohort median in KY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Dec 8, 2004
Principal office: 333 EAST MAIN STREET, SUITE 400, LOUISVILLE, KY, 40202-1259
Phone: 502-271-2900
Website: HTTPS://WWW.ATLASBROWN.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $605.2M
Discretionary AUM: $584.8M
Non-discretionary AUM: $20.4M
Discretionary accounts: 1,164
Non-discretionary accounts: 30
Total accounts: 1,194
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$480K
Charitable organizations	5	$50.2M
High net worth individuals	52	$349.9M
Pension and profit sharing plans	Fewer than 5	$42
Individuals (other than high net worth individuals)	388	$204.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.