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ATLAS
Legal name: ATFS ADVISERS LLC
CRD 324191File 801-128722
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$153.9M
Bottom 25% of cohort (national)
Discretionary AUM
$40.3M
Non-discretionary $113.5M
Clients
48
52 accounts
Employees
8
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 28, 2023
- Principal office
- Not reported
- Phone
- 805-557-8713
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $153.9M
- Discretionary AUM
- $40.3M
- Non-discretionary AUM
- $113.5M
- Discretionary accounts
- 48
- Non-discretionary accounts
- 4
- Total accounts
- 52
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $54K |
| High net worth individuals | 7 | $136.3M |
| Pooled investment vehicles | 1 | $1.7M |
| Individuals (other than high net worth individuals) | 40 | $15.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- 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
- Yes
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.