A complete list of active advisors currently associated with Atlas Capital Advisory LLC

Warmer can help you find a great advisor at Atlas Capital Advisory LLC or one who fits your needs even better.

Atlas CapitalAdvisory LLC provides tailored investment management and financial planning services to individuals (including high‑net‑worth clients) and to accounts managed through third‑party managers. The firm delivers continuous portfolio advice and develops personalized investment policies and asset allocation targets, and its advisory fees are primarily charged as a percentage of assets under management. The firm's investment approach centers on strategic asset allocation implemented largely with passive vehicles (index mutual funds and ETFs) while permitting tactical shifts and employing fundamental and cyclical analysis as needed. ACA also uses and reviews third‑party managers (TAMPs), assisting clients with manager selection and oversight, and offers financial planning in multiple formats — ongoing subscription, project‑based, and hourly engagements (hourly planning is offered at $150 per hour). What is distinctive about the firm relative to peers is that it accepts retail individual clients (including non‑HNW) despite operating in a category that typically serves pooled or institutional assets, and it formally recommends and monitors outside advisers — a service relatively uncommon among its peer group. The firm is newly registered and operates with a modest asset base, and it does not accept third‑party product compensation or performance‑based fees.

To learn more about the advisors currently working at Atlas Capital Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.