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Atlas Capital Advisors Inc. CRD 127036
$1.15B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
38 Keyes Ave Suite 200, San Francisco, CA 94129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-01 |
Branch Locations
38 Keyes Ave Suite 200, San Francisco, CA 94129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlas Capital Advisors Llc | San Francisco | CA | 09/2021 | Present |
| Meridian Financial | San Francisco | CA | 11/2018 | 08/2021 |
| Unemployed | San Francisco | CA | 05/2004 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-27 |
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