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ATLAS FIDUCIARY SERVICES, INC.
CRD 321271File 801-125792
APPROVED
Retail clients
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$269.3M
Below cohort median (national)
Discretionary AUM
$123.1M
Non-discretionary $146.2M
Clients
132
122 accounts
Employees
6
Below cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 3, 2022
- Principal office
- 214 N. STATE STREET, UNIT 1, CONCORD, NH, 03301
- Phone
- 603-581-7125
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $269.3M
- Discretionary AUM
- $123.1M
- Non-discretionary AUM
- $146.2M
- Discretionary accounts
- 101
- Non-discretionary accounts
- 21
- Total accounts
- 122
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.8M |
| High net worth individuals | 10 | $17.8M |
| Pension and profit sharing plans | 11 | $223.6M |
| Individuals (other than high net worth individuals) | 111 | $20.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.