Atlas Capital Advisors Inc.

$1.15BAssets under management
as of Mar 2026 · SEC Form ADV
San Francisco, CA
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Tech stack

No one at Atlas Capital Advisors Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Atlas Capital Advisors Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $566M held · filed Nov 2024
Interactive Brokers
Per Form ADV · $175M held · filed Nov 2024