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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2006
- Type
- Individual
- Control person
- Yes
- Ownership
- 50% but less than 75%
- Reported since
- 01/2011
- Type
- Individual
- Control person
- No
- Ownership
- 10% but less than 25%
- Reported since
- 05/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 11/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Jonathan Evan Tunney | Managing Shareholder, Pm & Cto | 01/2006 | Individual | Yes | 50% but less than 75% |
| Albert Joseph Gutierrez | Shareholder, Pm & Cco | 01/2011 | Individual | No | 10% but less than 25% |
| Kenneth John Frier | Shareholder - Chief Investment Officer | 05/2021 | Individual | No | Less than 5% |
| Leslie Ann Krampert | Shareholder - Client Service | 11/2024 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVJE
Jonathan Evan Tunney
Managing Shareholder, Pm & Cto
KJ
Kenneth John Frier
Shareholder - Chief Investment Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives4
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateMay 3, 2006
CRD number127036