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Atlas Financial Advisors, Inc.

Atlas Financial Advisors, Inc.. CRD 160276

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CRD: 160276

Atlas Financial Advisors, Inc.

Oroville, CA, 95966
5305892515
www.atlasfa.com
$46.9M Total AUM
$46.9M Disc. AUM
-29.3% 3Y CAGR
3 Employees
266 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Wave legacyOptima +more
Established Date
03-26-2012
Office Locations
2

Office Locations

40 Post Lane Oroville CA
-- Winter Garden FL

About Atlas Financial Advisors, Inc.

Atlas Financial (Atlas Financial LLC) is an independent fiduciary RIA providing fee-based financial planning, retirement and estate planning, and customized portfolio management for individual and institutional clients. For employers, it supports 401(k) plan design, IPS/employee policies, and quarterly investment reviews, with menus spanning index funds, ETFs, low-cost institutional funds and active strategies. Education-led model includes community-college courses and on-demand webinars; supports clients via Schwab Alliance portal.

Team overview

41 AVG AGE
$23.5M AVG AUM / ADVISOR
$176.4K AVG AUM / CLIENT
14.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Quantum north

Client Personas

Ridge atlas

Custodian

Matrix vector Horizon delta Harbor Vector radial Unison Zenith eagle Unison Glacier value Unison summit Wave unison Matrix catalyst

Investment Themes

Eagle glacier Wave Zenith Alpha bridge

Investment Vehicles

Horizon

Platform

Frontier momentum

Services

Vector Oak Insight Glacier Glacier Pathway insight Harbor Harbor ridge Fusion crest Value

Technology

Ember Quantum atlas Ridge matrix

Owner & Executives

ARTHUR COLE GARCIA

ARTHUR COLE GARCIA

Chief Compliance Officer, Managing Member, President

CRD
#4865182
Ownership
75% or more
(662) 437-5133
peak.signal@vitalcapital.com
in linkedin.com/in/meridian-pathway

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Contacts

STEVEN PAUL VAN METRE

STEVEN PAUL VAN METRE

Founder

CRD
#4994543
(317) 265-9096
element.signal@radialcapital.com
in linkedin.com/in/radial-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-23-2022
10-09-2023
10-11-2024
05-08-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $46,924,139 $123,485
Non-Discretionary $0 --
Total $46,924,139 $123,485

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Separately Managed Accounts

Total SMA Asset: $46,924,139

$46.9M Total SMA
Equity - Exchange:
33.4%
Cash:
66.6%
Asset class Assets Assets %
Equity - Exchange $725,890,675 33.4%
Cash $1,447,434,700 66.6%
Total $2,173,325,375 100.0%

13F Holdings | Q4 2024

Issuer Class Cusip Ticker % Value
TIMBER ALPHA RIDGE BRIDGE WNJ5FMKO9 SCUHE 5.06% $76,140,928
LEGACY EAGLE VALUE VITAL 8SBQ95JF5 LIRQ 4.40% $72,276,704
LEGACY ZENITH FRONTIER CREST ROQCAW0ZF FOSS 8.73% $108,988,687
ZENITH BRIDGE PIONEER WAVE MATRIX YE6YTT4RN KVTD 9.71% $51,911,949
VALUE ATLAS CAPITAL PIONEER ATLAS M40ANUJYL ZWNR 9.59% $77,271,962
EAGLE SIGNAL ZENITH HARBOR IQ9WMWWVN LEO 6.05% $68,925,862
CATALYST NORTH ELEMENT OAK 9WKL5FTZA YRFC 8.55% $111,458,721
SIGNAL INSIGHT PRIME ZENITH VALUE 9LPW0W7X1 HGB 6.45% $23,814,748

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