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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-29-2003
- Office Locations
- 1
Office Locations
About Atlas Capital Advisors Inc.
Atlas Capital Advisors is an independent, fee-only fiduciary RIA providing evidence-based wealth management and extended wealth services. The team serves tech-savvy investors (engineers, entrepreneurs, executives) and affluent individuals, families, trusts, foundations, and closely held businesses nationwide. They design and manage sophisticated, tax-sensitive portfolios using a quantitative, academically rigorous process, with in-house implementation to avoid outside manager fees. Offices in Jackson, WY and San Francisco.
Reported data analysis
What the numbers show
Between November 19, 2025 and March 31, 2026, reported AUM increased 9.0%, from $1.1B to $1.1B.
Across 5 reported observations, AUM increased 22.4% between December 7, 2022 and March 31, 2026, from $938.2M to $1.1B.
Of the latest reported AUM, 92.1% is discretionary and 7.9% is non-discretionary.
The firm reports 4 advisory representatives and 157 clients, or 39.3 clients per representative. That equates to $7.3M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Atlas Capital Advisors Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Atlas Capital Advisors Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN EVAN TUNNEY
Chief Technology Officer, Investment Advisor
- CRD
- #4663464
- Ownership
- 50% but less than 75%
ALBERT JOSEPH GUTIERREZ
Advisor, Chief Compliance Officer
- CRD
- #1624262
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
JOHN SOLARI BAKER
Investment Advisor Representative, Partner
- CRD
- #2914008
Gino Garcia
--
- CRD
- #8016085
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,057,335,518 | $2,782,462 |
| Non-Discretionary | $91,308,867 | $3,148,582 |
| Total | $1,148,644,385 | $2,808,421 |
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Separately Managed Accounts
SMA allocation detail is available
Atlas Capital Advisors Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Atlas Capital Advisors Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.