$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
30 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-1995
- Office Locations
- 1
Office Locations
-- Milford DE
About Atlantic Advisors, Inc.
Atlantic Advisors, Inc. is an independent, fee-only retirement and investment advisory founded in 1995 by advisor Ron Anthony. The firm focuses on retirement planning and portfolio reviews, providing pay-as-you-go advice without commissions or conflicts. Public filings indicate portfolios are primarily ETF-based, aligning with a straightforward, implementation-focused approach for retail clients (including business owners).
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$171.4K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
30yrs Firm Age
Insights
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Client Personas
Fusion
Custodian
Ember
Investment Vehicles
Prime
Services
Capital Oak Vertex Eagle bridge
Owner & Executives
RONALD DANA ANTHONY
Advisor, President
- CRD
- #717151
- Ownership
- 75% or more
(912) 728-7862
alpha.vector@eaglecapital.com
in linkedin.com/in/zenith-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,850,209,919 | 100.0% |
| Total | $5,850,209,919 | 100.0% |