# ATRIA INVESTMENTS, INC.

ATRIA INVESTMENTS, INC. of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 143593
- Type: SEC-registered investment adviser
- SEC file number: 801-67829
- Location: 2825 SOUTH BLVD, SUITE 500, CHARLOTTE, NC, 28209
- Phone: 888-295-8351
- Latest filing: 2026-07-31
- Regulatory AUM: $11.0B
- Discretionary AUM: $11.0B
- Clients: 60
- Accounts: 31,684

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pooled vehicles

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Michael Kim | CHIEF EXECUTIVE OFFICER/DIRECTOR; DIRECTOR | George Town, Grand Cayman, E9 |
| Carrie Ellen Hansen | EVP & CHIEF OPERATING OFFICER | — |
| Ted Fyke Angus | EVP | — |
| Joel David Mcnatt | EVP | — |
| Lou Maiuri | CHAIRMAN | — |
| Gary George Zyla | EVP/TREASURER/DIRECTOR | — |
| Daniel Brendan Mulvey | CHIEF COMPLIANCE OFFICER | — |
| Barrett Walter Ayers | PRESIDENT/CEO/DIRECTOR | — |
| BLUNDIN DAVID BRANSFORD | CHAIRMAN | — |
| AYERS BARRETT WALTER | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT; PRESIDENT; PRESIDENT/CEO/DIRECTOR | — |
| STIER MICHAEL NMN | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| ANGUS TED FYKE | EVP; GENERAL COUNSEL | — |
| MULVEY DANIEL BRENDAN | CHIEF COMPLIANCE OFFICER | — |
| AYERS BARRETT | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | — |
| STIER MICHAEL | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| KIM H MICHAEL MICHAEL | DIRECTOR | — |
| ZYLA GARY GEORGE | EVP/TREASURER/DIRECTOR | — |
| DEANGELIS MARK JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| ADAMCZYK DENISE MARIE | CHIEF COMPLIANCE OFFICER | — |
| DARR JORDAN THOMAS | DIRECTOR | — |
| LAMBUTH RYAN SCOTT | INTERIM CHIEF COMPLIANCE OFFICER | — |
| MAIURI LOU | CHAIRMAN, GROUP CHIEF EXECUTIVE OFFICE, DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143593/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143593/similar
- Related entities: https://search.stillhousedata.com/firm/143593/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143593

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.