THE ATLAS FINANCIAL GROUP

Legal name: FLOW FOCUS LLC

CRD 306849File 801-128415

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$174.9M

Bottom 25% of cohort (national)

Discretionary AUM

$33.3M

Non-discretionary $141.6M

Clients

71 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jul 27, 2023
Principal office: 3050 BISCAYNE BOULEVARD, SUITE 501, MIAMI, FL, 33137
Phone: 786 233 6233
Website: https://www.theatlasfinancialgroup.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $174.9M
Discretionary AUM: $33.3M
Non-discretionary AUM: $141.6M
Discretionary accounts: 67
Non-discretionary accounts: 4
Total accounts: 71
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$691K
High net worth individuals	34	$29.4M
Banking or thrift institutions	1	$138.7M
Individuals (other than high net worth individuals)	35	$6.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — CONSULTING FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 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.