{"url":"https://nivawealth.com/firms/atlas-brown-133408","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/133408","regulatoryAum":605223761,"crd":"133408","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3124487","suffix":null,"lastName":"CORLEY","firstName":"TIMOTHY","middleName":"MICHAEL"},{"crd":"2393997","suffix":null,"lastName":"GLOTZBACH","firstName":"BRADLEY","middleName":"ANDREW"},{"crd":"836955","suffix":"III","lastName":"HANCOCK, III","firstName":"WILLIAM","middleName":"WAYNE"},{"crd":"3083995","suffix":null,"lastName":"LAMKIN","firstName":"CHERRI","middleName":"LYN"},{"crd":"2476224","suffix":null,"lastName":"ROBINSON","firstName":"MICHAEL","middleName":"SCOTT"},{"crd":"850934","suffix":null,"lastName":"RUSSELL","firstName":"DAVID","middleName":"BROWER"},{"crd":"6038298","suffix":null,"lastName":"VONDERHEIDE","firstName":"SAMUEL","middleName":"M"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-26","regulatoryAum":421811132,"clients":353,"employees":9,"offices":1},{"filedOn":"2022-03-24","regulatoryAum":449197989,"clients":353,"employees":9,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":429726740,"clients":388,"employees":9,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":455213189,"clients":440,"employees":9,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":567526432,"clients":448,"employees":9,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":605223761,"clients":451,"employees":9,"offices":1}],"secFileNumber":"801-63702","legalName":"Atlas Brown, Inc.","displayName":"Atlas Brown","slug":"atlas-brown-133408","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/6458936","founded":"2004","organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"333 East Main Street, Suite 400","city":"Louisville","state":"KY","stateName":"Kentucky","country":"United States","postalCode":"40202-1259"},"tradeNames":[],"registration":{"secApproved":"8 December 2004","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1260240.4318181819,"staff":{"employees":9,"advisory":6,"brokerDealerReps":0,"insuranceAgents":1,"promoters":1},"aum":{"regulatory":605223761,"discretionary":584784499,"discretionaryAccounts":1164,"nonDiscretionary":20439262,"nonDiscretionaryAccounts":30,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":15},"clientTypes":[{"label":"Individuals (other than HNW)","clients":388,"regulatoryAum":204616986},{"label":"High-net-worth individuals","clients":52,"regulatoryAum":349888804},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":42},{"label":"Charitable organizations","clients":5,"regulatoryAum":50238211},{"label":"Corporations and other businesses","clients":6,"regulatoryAum":479718}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":2,"from":0},{"to":5000000,"pct":1,"from":1000000},{"to":10000000,"pct":0.75,"from":5000000},{"to":25000000,"pct":0.6,"from":10000000},{"to":null,"pct":0.5,"from":25000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028264","versionId":1028264,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-27","documentName":"ATLAS BROWN, INC. 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Atlas Brown have?","answer":"Atlas Brown has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Atlas Brown invest in?","answer":"At the end of its last fiscal year, Atlas Brown’s separately managed accounts held 60% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 5% U.S. government and agency bonds, 5% other, 3% state and local bonds and 1% investment grade corporate bonds. 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