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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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