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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Atlatl Advisers offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Atlatl Advisers use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Atlatl Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Atlatl Advisers invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Atlatl Advisers?","answer":"Atlatl Advisers’ direct owner is Ross Fedenia (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Atlatl Advisers get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Atlatl Advisers registered with the SEC?","answer":"Yes, Atlatl Advisers has been registered with the SEC as an investment adviser since 9 February 2024. 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