Atlatl Advisers provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, divorce planning, estate planning, family office services, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Atlatl Advisers reports 274 clients. They include 159 individual clients, 101 high-net-worth individuals, and 14 pension and profit-sharing plans. Of its assets, 100.0% ($393M across 1,124 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 20% |
| High-net-worth individuals | 37% | 66% |
| Pension and profit-sharing plans | 5% | 4% |
| Other investment advisers | 0% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 159 | $78.9M | 20.1% | $496K |
| High-net-worth individuals | 101 | $261M | 66.4% | $2.58M |
| Pension and profit-sharing plans | 14 | $16.4M | 4.2% | $1.17M |
| Other investment advisers | Fewer than 5 | $36.5M | 9.3% | — |
| Total | 274 | $393M | 100% | — |
- Clients
- 159
- Regulatory AUM
- $78.9M
- AUM share
- 20.1%
- Avg. per client
- $496K
- Clients
- 101
- Regulatory AUM
- $261M
- AUM share
- 66.4%
- Avg. per client
- $2.58M
- Clients
- 14
- Regulatory AUM
- $16.4M
- AUM share
- 4.2%
- Avg. per client
- $1.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $36.5M
- AUM share
- 9.3%
- Avg. per client
- —
Total
- Clients
- 274
- Regulatory AUM
- $393M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Atlatl Advisers is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Stand-alone financial planning is a fixed fee (minimum $2,500) or $500 an hour, billed in half-hour increments; the fee is negotiable.
- Investment Consulting Fees
- Advisory fee of up to 2.00% annually, billed monthly in arrears on marketable securities.
- Retirement Plan Consulting Fees
- Fixed project-based fee or asset-based fee, negotiated per engagement and set in the advisory agreement; billed quarterly in arrears by default.
Ross Fedenia owns 75% or more of Atlatl Advisers. Ross Fedenia is CEO; the leadership team includes Chief Compliance Officer David Reichert. It has 10 employees, 7 of them in advisory roles.
Leadership
- Ross FedeniaChief Executive Officer
- David ReichertChief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Cynthia G Farnsworth
- Mark Alexander Fedenia
- Ross Alexander Fedenia
- Johnny Devere Jones
- Hunter Donna Klus Wedel
- Mary Lynne Patch
- Jasper Dominic Vaccaro
Staff
- 10 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Atlatl Advisers LLC
Ross Fedenia
Control person · since November 2021
Atlatl Advisers’ regulatory assets grew 3.2× from $123M (July 2024) to $393M (May 2026); clients rose from 126 to 274 and employees from 9 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $393M | 274 | 10 | 1 |
| June 2025 | $230M | 234 | 10 | 1 |
| July 2024 | $123M | 126 | 9 | 1 |
Besides its headquarters, Atlatl Advisers has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 2921 Landmark Place, Ste 501, MadisonHQ
Contact and registration details
- Legal name
- Atlatl Advisers LLC
- Headquarters
- 2921 Landmark Place, Ste 501, Madison, WI 53713
- Website
- atlatladvisers.com
- Phone
- 608-351-4500
- @atlatladvisers
- SEC file
- 801-129418
- Founded
- 2015
- Structure
- Wisconsin LLC
- Fiscal year end
- December
Atlatl Advisers uses Charles Schwab ($342M) as custodian for its separately managed accounts. Atlatl Advisers does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $342M100%
At year end, Atlatl Advisers’ separately managed accounts were mostly in funds (56%) and stocks (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $421M across 459 positions; the largest are Invesco Qqq Trust Series I (13.0%), State Street SPDR S&P 500 ETF (10.5%) and iShares National Muni Bond ETF (6.7%).
What the accounts hold
- Stocks34%
- Funds56%
- Registered funds53%
- Pooled vehicles3%
- Bonds1%
- Cash7%
- Other2%
- Derivatives1%
- Alternative investments1%
Reported 13F holdings
- $421M
- Reported 13F value
- 459
- Positions
- 49.2%
- In the 10 largest
- +212.5%
- Value vs. prior quarter
- Invesco Qqq Trust Series IETF13.0%
- State Street SPDR S&P 500 ETFETF10.5%
- iShares National Muni Bond ETFETF6.7%
- Sandisk Corp.4.1%
- Vanguard S&P 500 ETFETF3.4%
- Micron Technology Inc.3.0%
- iShares Core Total Usd Bond Market ETFETF2.7%
- Western Digital Corp.2.1%
- Advanced Micro Devices Inc.1.9%
- Seagate Technology Hldngs PLC Ord Shs1.8%
Together, the ten largest are 49.2% of reported value.
How many clients does Atlatl Advisers have?
Atlatl Advisers has 274 clients and manages $393 million for them, as of May 2026. They include 159 individual clients, 101 high-net-worth individuals, and 14 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 May 2026
What services does Atlatl Advisers offer?
Atlatl Advisers provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, divorce planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Atlatl Advisers use?
Atlatl Advisers’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $342M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 May 2026
How many financial advisors does Atlatl Advisers have?
Atlatl Advisers has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Atlatl Advisers invest in?
At the end of its last fiscal year, Atlatl Advisers’ separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities, 7% cash and equivalents, 3% pooled vehicles (private funds and similar), 1% state and local bonds, 1% derivatives and 1% other. The 1% other category is described as: Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Atlatl Advisers?
Atlatl Advisers’ direct owner is Ross Fedenia (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 May 2026
How does Atlatl Advisers get paid?
Atlatl Advisers is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Atlatl Advisers registered with the SEC?
Yes, Atlatl Advisers has been registered with the SEC as an investment adviser since 9 February 2024. Its CRD number is 284036 and its SEC file number is 801-129418.
Source: Form ADV Part 1A, Item 1, filed 21 May 2026; IAPD firm record
How do I contact Atlatl Advisers?
Atlatl Advisers’ main office is at 2921 Landmark Place, Ste 501, Madison, WI 53713. Its phone number is 608-351-4500. Its website is atlatladvisers.com.