ATLAS BROWN, INC.
Legal name: ATLAS BROWN
CRD #133408 SEC #801-63702 LOUISVILLE, KY 502-271-2900
SEC Registered
Total AUM
$567.5M
Discretionary
$556.3M
Employees
9
Clients
101
Accounts
1,110
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $567.5M | $556.3M | $11.2M | 9 | 15 |
| Mar 2024 | $455.2M | $441.7M | $13.5M | 9 | 17 |
| Mar 2023 | $429.7M | $417.9M | $11.8M | 9 | 16 |
| Mar 2022 | $449.2M | $438.2M | $11M | 9 | 14 |
| Mar 2021 | $421.8M | $414.8M | $7M | 9 | 12 |
| Jun 2020 | $339.7M | $329M | $10.7M | 9 | 13 |
| Mar 2020 | $339.7M | $329M | $10.7M | 9 | 13 |
| Mar 2019 | $289.8M | $279.7M | $10.1M | 9 | 13 |
| Mar 2018 | $451.6M | $435M | $16.5M | 9 | 11 |
| Mar 2017 | $375.6M | $347.6M | $28M | 9 | 300 |
| Mar 2016 | $376.5M | $356.1M | $20.3M | 10 | 300 |
| Mar 2016 | $376.5M | $356.1M | $20.3M | 10 | 300 |
| Mar 2015 | $359.5M | $348.4M | $11.1M | 10 | 200 |
| May 2014 | $325.8M | $319.2M | $6.7M | 14 | 134 |
| Mar 2014 | $325.8M | $319.2M | $6.7M | 14 | 134 |
| Jul 2013 | $509.7M | $499.3M | $10.4M | 15 | 143 |
| Mar 2013 | $509.7M | $499.3M | $10.4M | 15 | 143 |
| Mar 2012 | $513.7M | $507.8M | $5.9M | 11 | 132 |
| Oct 2010 | $1B | $301.5M | $723.4M | -- | -- |
| Jan 2010 | $1B | $301.5M | $723.4M | -- | -- |
| May 2009 | $1B | $361.3M | $661M | -- | -- |
| Nov 2007 | $517.9M | $517.9M | $0 | -- | -- |
| Nov 2006 | $242.8M | $242.8M | $0 | -- | -- |
| Jan 2006 | $30.1M | $30.1M | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$567.5M
Discretionary$556.3M
Non-Disc.$11.2M
Employees9
Clients15
DateMar 2024
Total AUM$455.2M
Discretionary$441.7M
Non-Disc.$13.5M
Employees9
Clients17
DateMar 2023
Total AUM$429.7M
Discretionary$417.9M
Non-Disc.$11.8M
Employees9
Clients16
DateMar 2022
Total AUM$449.2M
Discretionary$438.2M
Non-Disc.$11M
Employees9
Clients14
DateMar 2021
Total AUM$421.8M
Discretionary$414.8M
Non-Disc.$7M
Employees9
Clients12
DateJun 2020
Total AUM$339.7M
Discretionary$329M
Non-Disc.$10.7M
Employees9
Clients13
DateMar 2020
Total AUM$339.7M
Discretionary$329M
Non-Disc.$10.7M
Employees9
Clients13
DateMar 2019
Total AUM$289.8M
Discretionary$279.7M
Non-Disc.$10.1M
Employees9
Clients13
DateMar 2018
Total AUM$451.6M
Discretionary$435M
Non-Disc.$16.5M
Employees9
Clients11
DateMar 2017
Total AUM$375.6M
Discretionary$347.6M
Non-Disc.$28M
Employees9
Clients300
DateMar 2016
Total AUM$376.5M
Discretionary$356.1M
Non-Disc.$20.3M
Employees10
Clients300
DateMar 2016
Total AUM$376.5M
Discretionary$356.1M
Non-Disc.$20.3M
Employees10
Clients300
DateMar 2015
Total AUM$359.5M
Discretionary$348.4M
Non-Disc.$11.1M
Employees10
Clients200
DateMay 2014
Total AUM$325.8M
Discretionary$319.2M
Non-Disc.$6.7M
Employees14
Clients134
DateMar 2014
Total AUM$325.8M
Discretionary$319.2M
Non-Disc.$6.7M
Employees14
Clients134
DateJul 2013
Total AUM$509.7M
Discretionary$499.3M
Non-Disc.$10.4M
Employees15
Clients143
DateMar 2013
Total AUM$509.7M
Discretionary$499.3M
Non-Disc.$10.4M
Employees15
Clients143
DateMar 2012
Total AUM$513.7M
Discretionary$507.8M
Non-Disc.$5.9M
Employees11
Clients132
DateOct 2010
Total AUM$1B
Discretionary$301.5M
Non-Disc.$723.4M
Employees--
Clients--
DateJan 2010
Total AUM$1B
Discretionary$301.5M
Non-Disc.$723.4M
Employees--
Clients--
DateMay 2009
Total AUM$1B
Discretionary$361.3M
Non-Disc.$661M
Employees--
Clients--
DateNov 2007
Total AUM$517.9M
Discretionary$517.9M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$242.8M
Discretionary$242.8M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--