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- Custodian
- Merrill Lynch ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- HorizonFocus vertex
- Established Date
- 02-24-2017
- Office Locations
- 1
Office Locations
About Atlas Financial Advisors, LLC
Atlas Financial Advisors is a multi-strategy RIA serving individuals, families, and institutions with customized portfolios built around capital preservation, income, and growth goals. The team emphasizes fixed income and structured investments, supported by decades of market experience, and pairs this with time-tested equity and ETF strategies. Portfolios often lean toward government and municipal bonds; custody includes Pershing.
Team overview
Insights
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Custodian
Investment Themes
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Owner & Executives
RALPH ACHILLE
Chief Compliance Officer, PRINCIPAL
- CRD
- #5875142
- Ownership
- Less than 5%
VINCENT WILLIAM BUTKEVITS III
Chief Executive Officer, President
- CRD
- #1818987
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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VINCENT JAMES FISK
--
- CRD
- #1414821
Haden Elizabeth Rountree
--
- CRD
- #8058242
Foundation delta
Element radial
- CRD
- #92626
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,682,247 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,682,247 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,682,247
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $392,185,370 | 7.7% |
| Equity - Exchange | $1,339,542,236 | 26.3% |
| Cash | $1,003,383,348 | 19.7% |
| Municipal Bonds | $1,202,022,691 | 23.6% |
| Corporate - Investment Grade | $1,156,182,843 | 22.7% |
| Total | $5,093,316,488 | 100.0% |
13F Holdings | Q4 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA VALUE | DELTA VERTEX | ZWJO1W2FK | AGSYL | 1.77% | $4,206,380 |
| PIONEER ATLAS | SIGNAL PRIME | 1F4LP25XP | FLJZ | 10.07% | $107,038,079 |
| BEACON SUMMIT FOUNDATION | SUMMIT FOUNDATION | 8EDYYFGXA | WWQQ | 0.68% | $114,568,859 |
| FRONTIER EAGLE ALPHA | PRIME PRIME | 8MY7KF85P | MOGFL | 4.12% | $104,915,169 |
| PEAK VALUE | FUSION OPTIMA | 3F43Y5ZEB | QKPF | 5.97% | $78,552,406 |
| GLACIER FRONTIER SIGNAL | MOMENTUM NORTH | 8G2R45PRK | DKJ | 4.07% | $65,519,381 |
| MERIDIAN ELEMENT | OPTIMA LEGACY | DXMX0RWLM | UBYV | 5.97% | $48,064,379 |
| ALPHA NORTH | ATLAS HARBOR | NDY2KVQTP | CJOY | 12.04% | $30,266,131 |