Atlas Financial Advisors, LLC logo

Atlas Financial Advisors, LLC

Updated today

Client assets under management

$55,945,039

Clients

67

30% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

17

Very Low

Average account size

$835,001

About

Atlas Financial Advisors is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), investment companies, charitable organizations, and businesses. Like many team firms, it generally charges percentage‑of‑AUM fees for portfolio management and requires a discretionary mandate to implement client strategies.

The firm constructs and monitors customized portfolios with an emphasis on fixed‑income instruments such as municipal bonds, corporate debt, and U.S. government securities, and will rebalance portfolios in response to market conditions and changes in client circumstances. Atlas employs a mix of fundamental, technical, charting and cyclical analysis, may use margin and options in suitable accounts, and may recommend third‑party money managers when appropriate.

Atlas is notable for its formal affiliations: it is under common control with a broker‑dealer and with other advisory and holding entities, and certain associated persons are registered representatives who may receive transaction‑based compensation while Zeus Financial, the affiliated broker‑dealer, may act as a principal in some fixed‑income transactions. The firm discloses these relationships — including the offering of affiliated private placements through its holding company — and identifies related conflicts of interest and mitigation steps, such as not charging advisory fees on client assets invested in affiliated ventures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Concentrated stock management Retirement income strategy Wealth management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

Up to 1.75% annually, negotiable

Commissions

Commission-based compensation received by certain registered representatives affiliated with the firm; separate from advisory fees

Project-based

Up to $250 per hour, negotiable, for financial planning services

Other

Account minimum: $500,000

Main office location

Atlas Financial Advisors, LLC

4800 T Rex Ave, Suite 100

Boca Raton FL 33431, United States

Number of offices

1

Most active in

Connecticut · Florida · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Carson R

Series 65

Boca Raton, FL

Atlas Financial Advisors, LLC

Carson Rowland is a financial advisor at Atlas Financial Advisors, LLC, holding a Series 65 designation with three years at the firm. He has been the president and actor for Teese Inc., an entertainment company that loans his acting services to production companies. Atlas Financial Advisors provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs various analytical methods, including fundamental and technical analysis, while offering customized portfolio management and may recommend third-party money managers when appropriate.

Options & derivatives strategies Concentrated stock management Retirement income strategy Wealth management
user avatar

Ralph A

CFP®, Series 66

Boca Raton, FL

Atlas Financial Advisors, LLC

Ralph Achille is a CFP® with 12 years of experience in financial advising. He is currently affiliated with Atlas Financial Advisors, LLC, where he also serves as Chief Compliance Officer. His work history includes roles at Zeus Financial, Achilles Wealth Management, and JVB Financial Group. Atlas Financial Advisors is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs a variety of analytical methods to construct and monitor customized portfolios.

Options & derivatives strategies Concentrated stock management Retirement income strategy Wealth management
user avatar

Vincent B

Series 63, Series 66

Boca Raton, FL

Atlas Financial Advisors, LLC

Vincent Butkevits III is a financial advisor at Atlas Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Zeus Financial Group, LLC and as a consultant prior to his current roles. Outside of advising, he serves as President and Board Member of Orchid Bay Financial Holdings LLC, a non-investment organization. Atlas Financial Advisors is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm constructs customized portfolios with a focus on fixed-income instruments and employs a combination of fundamental, technical, charting, and cyclical analysis.

Options & derivatives strategies Concentrated stock management Retirement income strategy Wealth management
user avatar

Vincent F

Series 63, Series 66

Boca Raton, FL

Atlas Financial Advisors, LLC

Vincent Fisk is a financial advisor at Atlas Financial Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 designations. His prior firms include SecureVest Financial Group, Inc. and Zeus Financial, LLC. Atlas Financial Advisors provides discretionary portfolio management and financial planning services to individuals, investment companies, charitable organizations, and businesses. The firm focuses on customized portfolios emphasizing fixed-income instruments and employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.

Options & derivatives strategies Concentrated stock management Retirement income strategy Wealth management
Warmer team member

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.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")