A
$20.1M Total AUM
$10.7M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Bofa Securities · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-02-2025
- Office Locations
- 1
Office Locations
-- Miami FL
About Atlas Meridian Capital LLC
Atlas Meridian Capital LLC is a NEW York-based RIA. The firm has been operating for 1 years. Managing $20.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Bofa Securities.
Team overview
-- AVG AGE
$20.1M AVG AUM / ADVISOR
$6.7M AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTOPHER EDWIN VROOM
Chief Compliance Officer, Managing Member
- CRD
- #1719871
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,716,415 | -- |
| Non-Discretionary | $9,374,076 | -- |
| Total | $20,090,491 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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