A
CRD: 324861
Atlas Investment Advisors
Alpharetta, GA, 30009
7703366805
$184.1M Total AUM
$159.4M Disc. AUM
-- 3Y CAGR
2 Employees
118 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
11720 Amber Park DR #160 Alpharetta GA
About Atlas Investment Advisors
Atlas Investment Advisors is a Alpharetta-based RIA. The firm has been operating for 3 years. Managing $184.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
30 AVG AGE
$92.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Quantum Frontier North vector Insight legacy
Client Personas
Delta
Investment Themes
Glacier momentum Pioneer momentum Vector legacy Vital north Value element
Investment Vehicles
Optima Momentum
Services
Value oak Insight Legacy matrix Matrix delta Vector value
Owner & Executives
G
GEORGE CHRISTIAN MAUSER
Chief Compliance Officer, Co-founder
- CRD
- #5894853
- Ownership
- 50% but less than 75%
(237) 696-1161
pioneer.focus@crestcapital.com
in linkedin.com/in/vector-pathway
Rebecca Outten Richardson
Co-founder, Wealth Advisor
- CRD
- #7308252
- Ownership
- 50% but less than 75%
(826) 733-8919
prime.matrix@summitcapital.com
in linkedin.com/in/alpha-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,400,000 | $364,760 |
| Non-Discretionary | $24,700,000 | $357,971 |
| Total | $184,100,000 | $363,834 |
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Separately Managed Accounts
Total SMA Asset: $184,100,000
Equity - Exchange:
25.3% Public Funds:
27.2% Cash:
11.2% U.S. Government/Agency:
19.2% Corporate - Investment Grade:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,802,930,816 | 25.3% |
| Public Funds | $1,938,328,782 | 27.2% |
| Cash | $798,135,381 | 11.2% |
| U.S. Government/Agency | $1,368,232,082 | 19.2% |
| Corporate - Investment Grade | $1,218,581,698 | 17.1% |
| Total | $7,126,208,759 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH PEAK | CREST MATRIX | YNDBSDOOH | MNZ | 5.22% | $82,094,435 |
| PIONEER PRIME | OAK NORTH | WFBAA77RS | GOMJ | 6.25% | $29,123,346 |
| VECTOR MOMENTUM DELTA | EAGLE PATHWAY | BQXAUW4JV | MARF | 9.50% | $88,495,101 |
| VALUE ZENITH | CATALYST OPTIMA | TUA7RBUBJ | ERQGB | 1.44% | $47,334,483 |
| CREST ELEMENT | TIMBER VALUE | BACPDICGC | DCZQ | 4.09% | $23,524,606 |
| DELTA PATHWAY | SUMMIT FUSION | F2S3QAZA9 | DENF | 3.70% | $30,124,557 |
| CATALYST OAK TIMBER | PRIME SUMMIT | Y8XRKE01J | ALRHR | 3.14% | $1,518,328 |
| VALUE OAK CREST | ATLAS EMBER | TCCI4UTNR | DMTT | 1.74% | $34,663,278 |