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Atlas Capital Advisors Inc. logo

Atlas Capital Advisors Inc.

SAN FRANCISCO, CA

Form ADV and provider website profile · CRD 127036 · regulatory data as of Mar 31, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Atlas Capital Advisors Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$1.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
409Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$1.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$91MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameATLAS CAPITAL ADVISORS INC.

CRD number127036

Firm foundedNot reported

SEC registration dateMay 3, 2006

Employees10

Advisory professionals4

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

38 KEYES AVE SUITE 200, SAN FRANCISCO, CA, 94129

415-354-2400

https://atlasca.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$1.1B

As of Mar 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth90.6%$1.0B
Charities8.2%$94M
Individuals0.9%$11M
Corporations0.3%$3M
Other Pooled Vehicles0.0%$290,347

Percentages and AUM are shown from the same reported Form ADV client-type records.