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ATLASMARK FINANCIAL, INC.
CRD 152635File 801-107434
APPROVED
Retail clients
Filing as of Jan 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$228.6M
Below cohort median (national)
Discretionary AUM
$228.6M
Clients
133
374 accounts
Employees
1
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 14, 2016
- Principal office
- 12466 LOS INDIOS TRAIL, SUITE 200, AUSTIN, TX, 78729
- Phone
- 512-270-2900
- Website
- HTTP://WWW.ATLASMARK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $228.6M
- Discretionary AUM
- $228.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 374
- Non-discretionary accounts
- 0
- Total accounts
- 374
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $250K |
| Charitable organizations | 4 | $15.1M |
| High net worth individuals | 35 | $175.7M |
| Pension and profit sharing plans | 8 | $11.0M |
| Individuals (other than high net worth individuals) | 84 | $26.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 154 | 133 | decreased by21 |
| Feb 1, 2026 | AUM | $224,308,117 | $228,571,101 | increased by$4,262,984 |
| Feb 1, 2026 | Accounts | 409 | 374 | decreased by35 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 1 | decreased by8 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 4,225 | 154 | decreased by4,071 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $822,183,475 | $224,308,117 | decreased by$597,875,358 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 4,489 | 409 | decreased by4,080 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 9 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,204 | 4,225 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $728,735,338 | $822,183,475 | increased by$93,448,137 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,472 | 4,489 | increased by17 |
| Mar 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Mar 1, 2022 | Clients | 3,663 | 4,204 | increased by541 |
| Mar 1, 2022 | AUM | $585,413,496 | $728,735,338 | increased by$143,321,842 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATLASMARK FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATLASMARK FINANCIAL” 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.