Atlas Financial Advisors, LLC logo

Atlas Financial Advisors, LLC

Updated today

Client AUM

$55,945,039

Clients

67

Advisors

5

of 5 employees

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

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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

4800 T Rex Ave, Suite 100

Boca Raton FL 33431

Advisors at this office

5

Most active in

Connecticut · Florida · North Carolina · Texas

Also doing business as

Atlas Financial Advisors, LLC · Broadbill Advisors, LLC

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

Haden R

Series 65

Boca Raton, FL

Atlas Financial Advisors, LLC

Haden Rountree is a financial advisor at Atlas Financial Advisors, LLC in Boca Raton, FL. He holds a Series 65 designation and has experience working at Zeus Financial, Atlas Financial Advisors, and Florida Financial Advisors. Outside of finance, he has worked in the food service industry, including positions at IHOP and Sweetfrog Premium Frozen Yogurt. Atlas Financial Advisors is a registered investment adviser serving individuals, investment companies, charitable organizations, and businesses. The firm specializes in discretionary portfolio management and financial planning, focusing on fixed-income instruments and employing a range of analytical methods to tailor and adjust portfolios.

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® professional with 13 years of industry experience. He is affiliated with Atlas Financial Advisors, LLC in Boca Raton, FL, and has held roles at multiple financial firms, including Zeus Financial, LLC and Achilles Wealth Management, LLC. In addition to his advisory work, he provides compliance consulting through his outside consulting firm, Achilles Consultants, LLC. Atlas Financial Advisors, where he is part of a five-advisor team, offers discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm focuses on customized portfolios with an emphasis on fixed-income instruments and employs a variety of analytical methods to guide investment decisions.

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 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Zeus Financial Group, LLC and as an independent consultant. Outside of his advisory roles, 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 that provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income investments and employs a mix of fundamental, technical, charting, and cyclical analysis to construct and monitor customized portfolios.

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 licenses. His prior experience includes roles at SecureVest Financial Group, Inc. and Zeus Financial, LLC. Atlas Financial Advisors provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes customized portfolios focused on fixed-income instruments and uses a combination of fundamental, technical, and cyclical analyses.

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