Atlas Brown
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$554,505,790
Clients
440
Advisors
7
of 9 employees
About
Atlas Brown provides family wealth management and a suite of Family Office Services to individuals and families — including high‑net‑worth clients — as well as retirement plans, trusts, estates, charitable organizations, and corporations. Its services include discretionary and non‑discretionary portfolio management across individual securities, mutual funds, ETFs and options, and, for accredited investors, access to private placements, together with planning, estate coordination, private foundation support and bill‑paying services.
Senior portfolio managers apply an institutional, multi‑asset approach that blends internal research, outside managers and alternatives to build customized strategies anchored to each client’s investment policy statement; the firm typically has trading discretion, uses block trading and limited good‑til‑cancelled orders, and conducts at least annual account reviews. Fidelity is the primary custodian and the firm emphasizes selecting cost‑effective mutual fund share classes and, where appropriate, exchanging shares to lower‑cost options.
Notable deviations from many peers include a formal promoter/solicitor arrangement under which Atlas Brown pays a referring promoter a portion of the management fee and requires written solicitor disclosures — a marketing endorsement practice that is relatively uncommon among similar team firms. The firm also provides Family Office bill‑paying with limited custody of client checking accounts and undergoes an annual surprise custody examination for those services, and it discloses economic incentives that can arise when advising on IRA rollovers and potential private capital from founders, with policies intended to manage related conflicts.
Client services
Expertise
Occupation focus
Fee options
Annual flat fee on an extremely limited basis as agreed in writing, charged quarterly.
$0 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.60% $25,000,001+: 0.50%
Main office
333 East Main Street, Suite 400
Louisville KY 40202-1259
Advisors at this office
7
Most active in
California · Florida · Georgia · Indiana · Kentucky · Louisiana · Ohio · Tennessee · Texas
Also doing business as
Atlas Brown · Atlas Brown Holdings, LLC · Atlas Brown Investment Advisors, Inc. · Atlas Brown, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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