Atlas Investment Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high-net-worth clients and provides ongoing discretionary portfolio management alongside standalone financial planning. It documents client objectives in an investment policy statement and advises across a broad set of instruments, including mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), annuities, private placements and venture capital.
Atlas combines multiple analysis methods—fundamental, quantitative, technical/charting, cyclical and modern portfolio theory—to build and monitor portfolios and performs quarterly reviews of accounts. Its stated investment strategies range from long‑term holdings to short‑term trading and include higher‑risk techniques such as options, margin and short sales, and it discloses use of third‑party service providers that employ artificial intelligence or machine‑learning components.
What is distinctive for a solo independent adviser is the firm’s affiliation with the insurance industry and a brokerage relationship: the principal is a registered representative with LPL Financial, may offer commissionable insurance and brokerage products (spending up to 30% of time on those activities), and the firm requires clients to custody with LPL. The brochure discloses these relationships and related conflicts of interest and notes the firm manages approximately $77.4 million across about 227 client accounts.
Client services
Expertise
Fee options
Fixed financial planning fees between $100 and $1,000
1.50% annually
Commission-based compensation from insurance products sales by representative outside advisory services
Hourly financial planning fees between $100 and $300
Account minimum: $50,000 (may be waived) Fee-only: Financial planning fixed fees between $100 and $1,000; hourly fees between $100 and $300
Main office
310 Paper Trail Drive, Building 100, #99
Canton GA 30115
Advisors at this office
1
Most active in
Georgia · Louisiana
Also doing business as
Atlas Investment Advisory · Atlas Investment Advisory LLC
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.
Is not active or affiliated with:
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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.
Forms ADV
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