Atlas Capital Advisors Inc.
SAN FRANCISCO, CA
Form ADV and provider website profile · CRD 127036 · regulatory data as of Mar 31, 2026
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.
$1.1BTotal Firm AUM
$1.1BDiscretionary AUM
$91MNon-discretionary AUM
409Total accounts
380Discretionary accounts
29Non-discretionary accounts
Client Mix by Firm AUM
$1.1BFirm AUM
High-Net-Worth90.6%
Charities8.2%
Individuals0.9%
Corporations0.3%
Other Pooled Vehicles0.0%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth90.6%
93 clients$1.0B firm assets
Charities8.2%
13 clients$94M firm assets
Individuals0.9%
44 clients$11M firm assets
Corporations0.3%
5 clients$3M firm assets
Other Pooled Vehicles0.0%
2 clients$290,347 firm assets
Reported total157 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $1.0B | 93 | 90.6% |
| Charities | $94M | 13 | 8.2% |
| Individuals | $11M | 44 | 0.9% |
| Corporations | $3M | 5 | 0.3% |
| Other Pooled Vehicles | $290,347 | 2 | 0.0% |
| Reported total | $1.1B | 157 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…