Atlas Capital Advisors Inc.
● SEC registered since 2006CRD 127036SEC# 801-66544San Francisco, CA
Reg. AUM
$1.15B
Employees
10
Accounts
409
Location
San Francisco, CA
Atlas Capital Advisors Inc. assets under management
Atlas Capital Advisors Inc. is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2006. It reports $1.1 billion in regulatory assets under management and employs 10 people.
Atlas Capital Advisors Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert Joseph Gutierrez | Shareholder, Pm & Cco | 10-25% | 2011 |
| Jonathan Evan Tunney Control | Managing Shareholder, Pm & Cto | 50-75% | 2006 |
| Kenneth John Frier | Shareholder - Chief Investment Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Atlas Capital Advisors Inc. manage?
Atlas Capital Advisors Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Atlas Capital Advisors Inc. have?
Atlas Capital Advisors Inc. reports 10 employees.
Where is Atlas Capital Advisors Inc. located?
Atlas Capital Advisors Inc. is based in San Francisco, CA and has been SEC-registered since 2006.
Does Atlas Capital Advisors Inc. disclose fund performance?
Atlas Capital Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 38 Keyes Ave Suite 200, San Francisco, CA 94129 |
| Phone | 415-354-2400 |
| Fax | 415-354-2400 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1434165 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.15B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.15Bregulatory AUM
Discretionary $1.06BNon-discretionary $91.3M