ATLANTIC FINANCIAL MANAGEMENT LLC

ATLANTIC FINANCIAL MANAGEMENT LLC is an SEC-registered investment adviser (CRD 338320). Regulatory assets under management: $11K.

Registration

• CRD: 338320
• Type: Registered investment adviser
• Phone: (252) 424-4484
• Latest filing: 2026-06-08
• Regulatory AUM: $11K
• Discretionary AUM: $11K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338320 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search