ATLANTES FINANCIAL ADVISORS

ATLANTES FINANCIAL ADVISORS of FAIRHOPE, AL is an SEC-registered investment adviser (CRD 138210). Regulatory assets under management: $62.8M.

Registration

• CRD: 138210
• SEC file number: 801-64994
• Type: Registered investment adviser
• Location: 365 GRAND AVENUE, SUITE "A", FAIRHOPE, AL, 36532
• Phone: 251-928-1616
• Latest filing: 2026-03-31
• Regulatory AUM: $62.8M
• Discretionary AUM: $47.1M
• Non-discretionary AUM: $15.7M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 138210 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search