Atlatl Advisers Llc
- Regulatory AUM
- $393M
- Discretionary
- $393M
- Clients
- 274
- Avg AUM / client
- $1.4M
- Accounts
- 1,124
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $78.9M | 20.1% |
| High net worth individuals | 101 | $261M | 66.4% |
| Pension and profit sharing plans | 14 | $16.4M | 4.19% |
| Other investment advisers | 0 | $36.5M | 9.3% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ross Alexander Fedenia | President And Chief Compliance Officer | CFP | Nov 2021 (5y) | 75% or more |
| Mark Alexander Fedenia | Registered representative | Jun 2016 (10y) | ||
| Mary Lynne Patch | Registered representative | Aug 2023 (3y) | ||
| Jasper Dominic Vaccaro | Registered representative | Feb 2024 (2y) | ||
| Cynthia G Farnsworth | Registered representative | CFP | Mar 2024 (2y) | |
| Hunter Donna Klus Wedel | Registered representative | Apr 2024 (2y) | ||
| Johnny Devere Jones | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% 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) | 05/21/2026 | 897 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $342M (87% of AUM) May 2026
- Tiaa Cref Individual & Institutional Services, Llc $6.1M (5% of AUM) Jan 2025
- Salem Trust Company $4.2M (3% of AUM) Jan 2025
- Bitgo Trust $1.4M (1% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗