ATLAS CAPITAL ADVISORS INC.
CRD #127036 SEC #801-66544 SAN FRANCISCO, CA 415-354-2400
SEC Registered
Total AUM
$1.1B
Discretionary
$944.6M
Employees
10
Clients
51
Accounts
481
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $944.6M | $109.5M | 10 | 0 |
| Apr 2025 | $1.1B | $944.6M | $109.5M | 10 | 0 |
| Mar 2025 | $1.1B | $944.6M | $109.5M | 10 | 0 |
| Nov 2024 | $909M | $821.9M | $87.1M | 9 | 0 |
| Oct 2024 | $909M | $821.9M | $87.1M | 9 | 0 |
| Aug 2024 | $909M | $821.9M | $87.1M | 9 | 0 |
| Mar 2024 | $909M | $821.9M | $87.1M | 9 | 0 |
| Mar 2024 | $784.2M | $713.3M | $70.9M | 10 | 0 |
| Jan 2024 | $784.2M | $713.3M | $70.9M | 10 | 0 |
| May 2023 | $784.2M | $713.3M | $70.9M | 10 | 0 |
| Apr 2023 | $784.2M | $713.3M | $70.9M | 10 | 0 |
| Dec 2022 | $938.2M | $894.8M | $43.4M | 10 | 0 |
| Oct 2022 | $938.2M | $894.8M | $43.4M | 10 | 0 |
| Jun 2022 | $938.2M | $894.8M | $43.4M | 10 | 0 |
| Mar 2022 | $938.2M | $894.8M | $43.4M | 10 | 0 |
| Nov 2021 | $714M | $707M | $7M | 9 | 0 |
| Nov 2021 | $714M | $707M | $7M | 9 | 0 |
| Mar 2021 | $714M | $707M | $7M | 9 | 0 |
| Mar 2021 | $714M | $707M | $7M | 9 | 0 |
| Jun 2020 | $707M | $658M | $49M | 11 | 0 |
| Jun 2020 | $707M | $658M | $49M | 11 | 0 |
| Feb 2020 | $707M | $658M | $49M | 11 | 0 |
| Mar 2019 | $438.1M | $438.1M | $0 | 10 | 0 |
| Feb 2019 | $476.3M | $476.3M | $0 | 9 | 0 |
| Aug 2018 | $476.3M | $476.3M | $0 | 9 | 0 |
| Mar 2018 | $476.3M | $476.3M | $0 | 9 | 0 |
| Feb 2017 | $419M | $419M | $0 | 9 | 26 |
| May 2016 | $389.4M | $316.6M | $72.7M | 11 | 26 |
| Feb 2016 | $389.4M | $316.6M | $72.7M | 11 | 26 |
| Feb 2016 | $389.4M | $316.6M | $72.7M | 11 | 26 |
| May 2015 | $384.9M | $303.8M | $81.1M | 10 | 26 |
| Apr 2015 | $384.9M | $303.8M | $81.1M | 9 | 26 |
| Mar 2015 | $384.9M | $303.8M | $81.1M | 9 | 26 |
| Mar 2015 | $384.9M | $303.8M | $81.1M | 9 | 26 |
| Feb 2015 | $384.9M | $303.8M | $81.1M | 9 | 26 |
| Feb 2014 | $296.6M | $243.9M | $52.7M | 7 | 26 |
| Dec 2013 | $307M | $238M | $69M | 8 | 26 |
| Feb 2013 | $213M | $195.5M | $17.5M | 8 | 26 |
| Feb 2012 | $175M | $147M | $28M | 6 | 26 |
| Mar 2011 | $167.2M | $163.7M | $3.5M | 10 | -- |
| Mar 2009 | $88.1M | $88.1M | $0 | 5 | -- |
| Mar 2008 | $90M | $90M | $0 | 5 | -- |
| Oct 2007 | $65M | $65M | $0 | 5 | -- |
| Mar 2007 | $65M | $65M | $0 | 5 | -- |
| Mar 2006 | $26.1M | $26.1M | $0 | 5 | -- |
DateNov 2025
Total AUM$1.1B
Discretionary$944.6M
Non-Disc.$109.5M
Employees10
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$944.6M
Non-Disc.$109.5M
Employees10
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$944.6M
Non-Disc.$109.5M
Employees10
Clients0
DateNov 2024
Total AUM$909M
Discretionary$821.9M
Non-Disc.$87.1M
Employees9
Clients0
DateOct 2024
Total AUM$909M
Discretionary$821.9M
Non-Disc.$87.1M
Employees9
Clients0
DateAug 2024
Total AUM$909M
Discretionary$821.9M
Non-Disc.$87.1M
Employees9
Clients0
DateMar 2024
Total AUM$909M
Discretionary$821.9M
Non-Disc.$87.1M
Employees9
Clients0
DateMar 2024
Total AUM$784.2M
Discretionary$713.3M
Non-Disc.$70.9M
Employees10
Clients0
DateJan 2024
Total AUM$784.2M
Discretionary$713.3M
Non-Disc.$70.9M
Employees10
Clients0
DateMay 2023
Total AUM$784.2M
Discretionary$713.3M
Non-Disc.$70.9M
Employees10
Clients0
DateApr 2023
Total AUM$784.2M
Discretionary$713.3M
Non-Disc.$70.9M
Employees10
Clients0
DateDec 2022
Total AUM$938.2M
Discretionary$894.8M
Non-Disc.$43.4M
Employees10
Clients0
DateOct 2022
Total AUM$938.2M
Discretionary$894.8M
Non-Disc.$43.4M
Employees10
Clients0
DateJun 2022
Total AUM$938.2M
Discretionary$894.8M
Non-Disc.$43.4M
Employees10
Clients0
DateMar 2022
Total AUM$938.2M
Discretionary$894.8M
Non-Disc.$43.4M
Employees10
Clients0
DateNov 2021
Total AUM$714M
Discretionary$707M
Non-Disc.$7M
Employees9
Clients0
DateNov 2021
Total AUM$714M
Discretionary$707M
Non-Disc.$7M
Employees9
Clients0
DateMar 2021
Total AUM$714M
Discretionary$707M
Non-Disc.$7M
Employees9
Clients0
DateMar 2021
Total AUM$714M
Discretionary$707M
Non-Disc.$7M
Employees9
Clients0
DateJun 2020
Total AUM$707M
Discretionary$658M
Non-Disc.$49M
Employees11
Clients0
DateJun 2020
Total AUM$707M
Discretionary$658M
Non-Disc.$49M
Employees11
Clients0
DateFeb 2020
Total AUM$707M
Discretionary$658M
Non-Disc.$49M
Employees11
Clients0
DateMar 2019
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees10
Clients0
DateFeb 2019
Total AUM$476.3M
Discretionary$476.3M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$476.3M
Discretionary$476.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$476.3M
Discretionary$476.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2017
Total AUM$419M
Discretionary$419M
Non-Disc.$0
Employees9
Clients26
DateMay 2016
Total AUM$389.4M
Discretionary$316.6M
Non-Disc.$72.7M
Employees11
Clients26
DateFeb 2016
Total AUM$389.4M
Discretionary$316.6M
Non-Disc.$72.7M
Employees11
Clients26
DateFeb 2016
Total AUM$389.4M
Discretionary$316.6M
Non-Disc.$72.7M
Employees11
Clients26
DateMay 2015
Total AUM$384.9M
Discretionary$303.8M
Non-Disc.$81.1M
Employees10
Clients26
DateApr 2015
Total AUM$384.9M
Discretionary$303.8M
Non-Disc.$81.1M
Employees9
Clients26
DateMar 2015
Total AUM$384.9M
Discretionary$303.8M
Non-Disc.$81.1M
Employees9
Clients26
DateMar 2015
Total AUM$384.9M
Discretionary$303.8M
Non-Disc.$81.1M
Employees9
Clients26
DateFeb 2015
Total AUM$384.9M
Discretionary$303.8M
Non-Disc.$81.1M
Employees9
Clients26
DateFeb 2014
Total AUM$296.6M
Discretionary$243.9M
Non-Disc.$52.7M
Employees7
Clients26
DateDec 2013
Total AUM$307M
Discretionary$238M
Non-Disc.$69M
Employees8
Clients26
DateFeb 2013
Total AUM$213M
Discretionary$195.5M
Non-Disc.$17.5M
Employees8
Clients26
DateFeb 2012
Total AUM$175M
Discretionary$147M
Non-Disc.$28M
Employees6
Clients26
DateMar 2011
Total AUM$167.2M
Discretionary$163.7M
Non-Disc.$3.5M
Employees10
Clients--
DateMar 2009
Total AUM$88.1M
Discretionary$88.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--