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- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Peak optimaVital
- Established Date
- 12-08-2004
- Office Locations
- 1
Office Locations
About Atlas Brown
Atlas Brown is a Louisville, KY investment advisory firm serving retail and institutional clients. The team provides asset management alongside financial planning, estate and business-succession planning, insurance, and retirement plan support, with a stated focus on entrepreneurs. Portfolios are implemented heavily with ETFs and public funds, with additional exposure to areas like real estate and private placements. Custody includes Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM WAYNE HANCOCK, III III
Chairman
- CRD
- #836955
- Ownership
- 10% but less than 25%
MARY COLLIS HANCOCK
--
- CRD
- --
- Ownership
- 5% but less than 10%
Alpha radial
Insight peak
- CRD
- #10066
- Ownership
- 21.3%
Showing 2 of 5 owners & executives
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TIMOTHY MICHAEL CORLEY
Vice President
- CRD
- #3124487
BRADLEY ANDREW GLOTZBACH
Senior Vice President - Wealth Management
- CRD
- #2393997
Fusion vital
Glacier glacier
- CRD
- #82261
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $584,784,499 | $502,392 |
| Non-Discretionary | $20,439,262 | $681,309 |
| Total | $605,223,761 | $506,888 |
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Separately Managed Accounts
Total SMA Asset: $605,223,761
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,004,441,511 | 13.8% |
| Public Funds | $1,375,648,156 | 18.9% |
| Cash | $1,113,619,936 | 15.3% |
| Other | $1,171,848,429 | 16.1% |
| U.S. Government/Agency | $676,906,235 | 9.3% |
| Municipal Bonds | $1,397,483,841 | 19.2% |
| Corporate - Investment Grade | $538,613,564 | 7.4% |
| Total | $7,278,561,672 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST FRONTIER VITAL | BRIDGE UNISON | 5KK8VUJJD | KTJ | 3.37% | $114,241,525 |
| WAVE MERIDIAN | OPTIMA NORTH | EWYF59ED9 | GIMEJ | 4.28% | $30,931,022 |
| PRIME ATLAS TIMBER | MERIDIAN PATHWAY | EZV8RBSOS | FCQLN | 9.65% | $117,019,733 |
| BRIDGE FOUNDATION | RIDGE DELTA | URLOWJN69 | PJEO | 3.64% | $14,847,759 |
| MOMENTUM INSIGHT | FOCUS CATALYST | IRKE5LN2C | BKHT | 7.14% | $58,520,081 |
| FOUNDATION TIMBER | PATHWAY RIDGE | 4BDRKIDDL | UFZZ | 7.70% | $45,370,826 |
| GLACIER HORIZON FUSION | ATLAS SIGNAL | 8062E81B2 | DSDBK | 1.67% | $63,062,778 |
| EAGLE FOCUS NORTH | ELEMENT RIDGE | RJE40R7TK | CWKP | 7.77% | $12,574,649 |