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ATLASMARK FINANCIAL, INC.
CRD 152635File 801-107434
APPROVED
Retail clients
Filing as of Jan 12, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.