Atis
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ATIS, Inc. serves individual investors and trusts, with a large proportion of accounts described as IRA rollovers, delivering portfolio management, financial, retirement, estate and legacy planning services. The firm’s advisory offerings are concentrated in wrap-fee programs delivered through RBC-sponsored platforms (RBC Advisor and RBC Unified Portfolio).
The firm applies both fundamental and technical analysis and emphasizes asset allocation and diversification using predetermined mutual fund and ETF models; investment models are adjusted only when a client’s risk profile or objectives change. Crucially, most of ATIS’s assets are managed on a non-discretionary basis, so clients typically retain trading authority and the firm operates largely in an advisory and execution role.
Compared with peers, ATIS is notable for operating as a registered broker-dealer while limiting its advisory business to wrap-fee programs delivered on a fully disclosed basis through RBC Clearing & Custody, a combination that is uncommon among similarly sized supported firms. The firm also maintains insurance licensing (life, variable life, and annuity) among its personnel and reports a relatively small advisor team managing a substantial asset base, with little emphasis on high‑net‑worth-only clientele.
Client services
Expertise
Fee options
$25,000 - $99,000: 0.50% - 2.00% $100,000 - $249,999: 0.50% - 2.00% $250,000 - $499,999: 0.50% - 2.00% $500,000 - $999,999: 0.50% - 1.50% $1,000,000 - $1,999,999: 0.50% - 1.50% $2,000,000 - $2,999,999: 0.30% - 1.50% $3,000,000 - $4,999,999: 0.20% - 1.00% $5,000,000+: 0.20% - 1.00%
Account minimum: $25,000
Main office
9717 Prairie Avenue
Highland IN 46322
Advisors at this office
4
Most active in
Illinois · Indiana
Also doing business as
Atis · Atis Investments · Atis, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kurt S
Series 63, Series 66
Highland, IN
Atis, Inc
Kurt Schultz is a financial advisor at ATIS, Inc. in Highland, Indiana, with 33 years of industry experience. He has held Series 63 and Series 66 designations and has been with ATIS, Inc. since 2009. Outside of his advisory role, he is a 20% partner in Evolution Investments, LLC, which manages office facilities and a professional condo association. ATIS, Inc. serves individual investors and trusts, focusing on IRA rollovers and offering portfolio management, retirement, estate, and legacy planning. The firm emphasizes asset allocation and diversification through predetermined mutual fund and ETF models, primarily managing assets on a non-discretionary basis within wrap-fee programs delivered via RBC-sponsored platforms.
Michael P
Series 66
Highland, IN
Atis, Inc
Michael Parianos is a financial advisor at Atis, Inc with a Series 66 credential and one year of industry experience. His background includes roles at Indiana University Northwest, Napelton Nissan, and Lake Central High School prior to joining Atis. Atis, Inc. serves individual investors and trusts, focusing on IRA rollovers and offering portfolio management along with financial, retirement, estate, and legacy planning. The firm utilizes fundamental and technical analysis with an emphasis on asset allocation and diversification through predetermined mutual fund and ETF models, primarily managing assets on a non-discretionary basis.
Joseph M
Series 66
Highland, IN
Atis, Inc
Joseph Mastej is a financial advisor at Atis, Inc with nine years of industry experience. He holds a Series 66 designation and has been with Atis since 2016. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers and providing portfolio management, financial, retirement, estate, and legacy planning services. The firm primarily uses wrap-fee programs through RBC-sponsored platforms, emphasizing asset allocation and diversification with predetermined mutual fund and ETF models, and operates largely on a non-discretionary basis.
John E
Series 63, Series 65
Highland, IN
Atis, Inc
John Evanich is a financial advisor at Atis, Inc with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Atis since 2009, following five years at American Trust Investment Services, Inc. Outside of his advisory work, he is managing partner of Evolution Investments, LLC, which manages office facilities related to Atis. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers through wrap-fee programs on RBC-sponsored platforms. The firm employs both fundamental and technical analysis with an emphasis on asset allocation and diversification, primarily managing assets on a non-discretionary basis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)