A complete list of active advisors currently associated with Atlas Meridian Capital LLC
Warmer can help you find a great advisor at Atlas Meridian Capital LLC or one who fits your needs even better.
Atlas Meridian Capital is a Delaware-formed, single-advisor independent investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, and charitable organizations. The firm manages roughly $20 million in client assets and operates with a very small number of accounts under a single principal. The firm documents client objectives in an Investment Policy Statement and typically seeks discretionary authority to implement asset allocation, security selection and ongoing monitoring; its stated methods of analysis include charting, cyclical, fundamental, quantitative and technical approaches. Investment strategies emphasize long-term equity exposure and options trading (including covered, uncovered and spread strategies), and the firm also distributes a periodic newsletter that issues buy/sell recommendations free of charge. Noteworthy aspects in the brochure include the recommendation-focused newsletter (an uncommon offering among peers) and the explicit use of options strategies that can include uncovered positions, which can increase risk relative to typical independent advisers. The filing also discloses a recent change in outside affiliations — a prior advisory representative role was ended — and the firm’s client base is concentrated toward high‑net‑worth and charitable clients rather than a broad non‑HNW retail population.
To learn more about the advisors currently working at Atlas Meridian Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 3
|
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