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Atlas Financial Advisors, Inc.

CRD 160276SEC# 801-120944Oroville, CA
Export (members)
No longer SEC-registered. Atlas Financial Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$46.9M
Employees
3
Accounts
380
Location
Oroville, CA

Atlas Financial Advisors, Inc. assets under management

Atlas Financial Advisors, Inc. is an SEC-registered investment adviser based in Oroville, CA. It reports $46.9 million in regulatory assets under management and employs 3 people.

Atlas Financial Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Arthur Cole Garcia ControlPresident/Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Atlas Financial Advisors, Inc. manage?

Atlas Financial Advisors, Inc. reports $46.9 million in regulatory assets under management on its Form ADV.

How many employees does Atlas Financial Advisors, Inc. have?

Atlas Financial Advisors, Inc. reports 3 employees.

Where is Atlas Financial Advisors, Inc. located?

Atlas Financial Advisors, Inc. is based in Oroville, CA.

Does Atlas Financial Advisors, Inc. disclose fund performance?

Atlas Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40 Post Lane, Oroville, CA 95966
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyYes

Regulatory AUM

$46.9M▼ 56%
Mar '25 — $107.8MApr '25 — $107.8MMay '25 — $107.8MJun '25 — $107.8MJul '25 — $107.8MAug '25 — $107.8MSep '25 — $107.8MOct '25 — $107.8MNov '25 — $107.8MDec '25 — $107.8MJan '26 — $107.8MFeb '26 — $107.8MMar '26 — $46.9MApr '26 — $46.9MMay '26 — $46.9MJun '26 — $46.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$46.9Mregulatory AUM
Discretionary $46.9M