The Atlas Financial Group
The Atlas Financial Group is an SEC-registered ria in Miami, FL with $174.9M assets under management (AUM, regulatory AUM), +7% over one year. See who owns The Atlas Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306849, SEC 801-128415, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $174.9M (2026-03-25)
- Firm type
- Ria
- Location
- Miami, FL
- Employees
- 4
- Clients
- 71
- CRD
- 306849
- Ownership
- Montiel, Cristina; ALAYO RIERA, LUIS, JACOB
How much AUM does The Atlas Financial Group have?
The Atlas Financial Group reported $174.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns The Atlas Financial Group?
Disclosed owners and executives of The Atlas Financial Group include Montiel, Cristina, ALAYO RIERA, LUIS, JACOB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.