Atlas Capital Advisors Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 157
- Avg AUM / client
- $7.3M
- Accounts
- 409
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 989 positions, $874,837,985)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Procter Gamble Co | Equity | $39,241,603 | 271,681 | 4.49% | 3.42% |
| 2 | Vanguard European Stock Etf | Exchange Traded Fund | $38,785,984 | 470,532 | 4.43% | 3.38% |
| 3 | Palomar Holdings Inc | Equity | $21,705,263 | 181,634 | 2.48% | 1.89% |
| 4 | Apple Inc | Equity | $17,113,743 | 67,432 | 1.96% | 1.49% |
| 5 | Spdr Emerging Market Etf | Exchange Traded Fund | $16,763,671 | 357,358 | 1.92% | 1.46% |
| 6 | Spdr S P Info Technology Etf | Exchange Traded Fund | $15,344,604 | 115,459 | 1.75% | 1.34% |
| 7 | I Shares Msci Emerging Mkts Ex China Etf | Exchange Traded Fund | $14,246,033 | 181,109 | 1.63% | 1.24% |
| 8 | I Shares Edge Msci Intl Etf | Exchange Traded Fund | $12,325,719 | 256,678 | 1.41% | 1.07% |
| 9 | Microsoft Corp | Equity | $11,611,492 | 31,368 | 1.33% | 1.01% |
| 10 | Alphabet Inc A | Equity | $11,382,775 | 39,584 | 1.3% | 0.99% |
| 11 | Jp Morgan Betabuilders Dev Asia Ex Jpn Etf | Exchange Traded Fund | $11,027,059 | 185,469 | 1.26% | 0.96% |
| 12 | Vanguard Ftse Pacific Etf | Exchange Traded Fund | $10,888,099 | 111,410 | 1.24% | 0.95% |
| 13 | Vanguard Ftse All Wld Ex Us Small Cap Etf | Exchange Traded Fund | $10,877,662 | 74,611 | 1.24% | 0.95% |
| 14 | I Shares Edge Msci Intl Value Factor Etf | Exchange Traded Fund | $10,728,958 | 270,387 | 1.23% | 0.93% |
| 15 | Vanguard Mid Cap Value Etf | Exchange Traded Fund | $10,562,712 | 57,318 | 1.21% | 0.92% |
| 16 | Jp Morgan Betabuilders Canada Etf | Exchange Traded Fund | $10,426,444 | 110,848 | 1.19% | 0.91% |
| 17 | Amazon Com Inc | Equity | $9,562,300 | 45,913 | 1.09% | 0.83% |
| 18 | Vanguard Information Technology Etf | Exchange Traded Fund | $9,288,746 | 13,313 | 1.06% | 0.81% |
| 19 | Spdr S P Industrials Etf | Exchange Traded Fund | $9,126,357 | 56,429 | 1.04% | 0.79% |
| 20 | Spdr Communications Services Etf | Exchange Traded Fund | $9,126,169 | 82,321 | 1.04% | 0.79% |
| 21 | Spdr S P Financial Etf | Exchange Traded Fund | $9,106,613 | 184,456 | 1.04% | 0.79% |
| 22 | Alphabet Inc C | Equity | $9,101,493 | 31,728 | 1.04% | 0.79% |
| 23 | Spdr Developed World Ex Us Etf | Exchange Traded Fund | $9,061,990 | 198,510 | 1.04% | 0.79% |
| 24 | Fidelity Msci Information Tech Etf | Exchange Traded Fund | $9,026,873 | 43,388 | 1.03% | 0.79% |
| 25 | Schwab Intl Small Cap Equity Etf | Exchange Traded Fund | $8,982,072 | 192,171 | 1.03% | 0.78% |
Top 25 of 989 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 44 | $10.6M | 0.92% |
| High net worth individuals | 93 | $1.0B | 90.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $290K | 0.03% |
| Charitable organizations | 13 | $93.9M | 8.17% |
| Corporations and other businesses | 5 | $3.1M | 0.27% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Evan Tunney | Managing Partner, Pm & Cto | CFA | Jan 2006 (21y) | 50% – 75% |
| Albert Joseph Gutierrez | Partner, Pm & Cco | CFA | Jan 2011 (16y) | 10% – 25% |
| Bodnyk, Michael, Jonathan | Partner | Dec 2017 (9y) | Less than 5% | |
| Marc Allen Roth | Partner | Apr 2019 (7y) | Less than 5% | |
| Daniel Krebs | Partner | Oct 2019 (7y) | Less than 5% | |
| Kenneth John Frier | Partner Chief Investment Officer | CFA | May 2021 (5y) | Less than 5% |
| Gino Garcia | Registered representative | Nov 2024 (2y) | ||
| Leslie Ann Krampert | Registered representative | Oct 2025 (1y) | ||
| John Solari Baker | Registered representative | Dec 2025 (1y) | ||
| Russell Reed Silvestri | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 972 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $951M (83% of AUM) Mar 2026
- Interactive Brokers $174M (15% of AUM) Mar 2026
- Fidelity Investments $67.0M (15% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗