Atlas Wealth Llc
- Regulatory AUM
- $873M
- Discretionary
- $873M
- Clients
- 2,903
- Avg AUM / client
- $301K
- Accounts
- 2,903
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,672 | $99.9M | 11.4% |
| High net worth individuals | 212 | $744M | 85.2% |
| Pension and profit sharing plans | 6 | $10.7M | 1.22% |
| Corporations and other businesses | 13 | $18.3M | 2.1% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Armstrong, Andy, John | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Kenton Kyle Gearhart | President And Cio | CFP | May 2022 (4y) | 75% or more |
| Kendall Mc Garry Harden | Coo | May 2022 (4y) | Less than 5% | |
| Alexandra Eichler Rice | Registered representative | CFP | Jul 2022 (4y) | |
| Olivia Claire Thomason | Registered representative | Jul 2024 (2y) | ||
| Samantha Florio | Registered representative | CFP | Aug 2024 (2y) |
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) | 04/28/2026 | 1000 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Raymond James $844M (97% of AUM) Apr 2026
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: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗