ATLAS FINANCIAL LLC

ATLAS FINANCIAL LLC of OROVILLE, CA is an SEC-registered investment adviser (CRD 334246). Regulatory assets under management: $43.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 334246
• Type: Registered investment adviser
• Location: 1453 DOWNER STREET, OROVILLE, CA, 95965
• Phone: 530 589 2515
• Latest filing: 2026-01-23
• Regulatory AUM: $43.5M
• Discretionary AUM: $39.3M
• Non-discretionary AUM: $4.2M
• Clients: 1
• Accounts: 413

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334246 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search