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GEARHART & ASSOCIATES
Legal name: ATLAS WEALTH LLC
CRD 321832File 801-125856
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$872.6M
Above cohort median (national)
Discretionary AUM
$872.6M
Clients
2,903
2,903 accounts
Employees
7
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 10, 2022
- Principal office
- 8044 MONTGOMERY ROAD, SUITE 450, CINCINNATI, OH, 45236
- Phone
- 513-985-3450
- Website
- https://gearhart-assoc.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $872.6M
- Discretionary AUM
- $872.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,903
- Non-discretionary accounts
- 0
- Total accounts
- 2,903
- AUM per client
- $301K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $18.3M |
| High net worth individuals | 212 | $743.7M |
| Pension and profit sharing plans | 6 | $10.7M |
| Individuals (other than high net worth individuals) | 2,672 | $99.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,694 | 2,903 | increased by1,209 |
| Apr 1, 2026 | AUM | $723,918,841 | $872,588,664 | increased by$148,669,823 |
| Apr 1, 2026 | Accounts | 1,694 | 2,903 | increased by1,209 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,649 | 1,694 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $553,829,365 | $723,918,841 | increased by$170,089,476 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,649 | 1,694 | increased by45 |
| Sep 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Sep 1, 2022 | Employees | 5 | 6 | increased by1 |
| Sep 1, 2022 | Custody | No | Yes | |
| Sep 1, 2022 | AUM | $0 | $553,829,365 | increased by$553,829,365 |
| Sep 1, 2022 | Accounts | 0 | 1,649 | increased by1,649 |
| Jul 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GEARHART ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GEARHART ASSOCIATES” 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.