Atlas Investment Advisory LLC

Public-record details

Address

310 Paper Trail Drive, Building 100, #99, Canton, GA 30115

Phone

(770) 289-9116

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed

CRD number

284935

Registration

State registered: GA, LA

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$77.4 million

Accounts managed

146

Clients reported (Form ADV 5.D)

227

Individual / high-net-worth clients

177 / 50

Employees

1

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-07-27

State registered (GA, LA) investment adviser, CRD 284935, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 284935 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.