Atomic Invest provides portfolio management for individuals and small businesses.
Atomic Invest reports 10,563 clients. They include 10,068 individuals, 493 corporations and other businesses, and 2 charitable organizations. Nearly all assets ($320M across 10,542 accounts) are managed with discretion; $355 across 21 accounts are not. A wrap fee program the firm both sponsors and manages holds $320M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 7% |
| Charitable organizations | <1% | 64% |
| Corporations and other businesses | 5% | 28% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 10,068 | $23.8M | 7.5% | $2.37K |
| Charitable organizations | Fewer than 5 | $205M | 64.2% | $103M |
| Corporations and other businesses | 493 | $90.5M | 28.3% | $184K |
| Total | 10,563 | $320M | 100% | — |
- Clients
- 10,068
- Regulatory AUM
- $23.8M
- AUM share
- 7.5%
- Avg. per client
- $2.37K
- Clients
- Fewer than 5
- Regulatory AUM
- $205M
- AUM share
- 64.2%
- Avg. per client
- $103M
- Clients
- 493
- Regulatory AUM
- $90.5M
- AUM share
- 28.3%
- Avg. per client
- $184K
Total
- Clients
- 10,563
- Regulatory AUM
- $320M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Atomic Invest is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Atomicvest, Inc. owns 50% to 75% of Atomic Invest. David Dindi is CEO; the leadership team includes Chief Compliance Officer Catherine Makstenieks. It has 21 employees.
Leadership
- David DindiChief Executive Officer
- Catherine MakstenieksChief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Le Liu
Staff
- 21 employees
- 21 in advisory functions
- 1 state-registered rep
- 8 broker-dealer reps
- 17 soliciting firms
- Owns 50% to 75% of Atomic Invest LLC
Atomicvest, Inc.
Control person · since February 2021
- Owns 50% to 75% of Atomic Invest LLC
Atomic Group LLC
Control person · since February 2021
- Owns 75% or more of Atomic Group LLC
Atomicvest Inc.
Control person · since February 2021
- Owns 25% to 50% of Atomicvest Inc.
David Dindi
Control person · since February 2021
Atomic Invest’s regulatory assets grew Infinity× from $0 (April 2021) to $320M (August 2026); employees rose from 6 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $320M | 10,563 | 21 | 1 |
| March 2025 | $463M | 6,181 | 18 | 1 |
| April 2024 | $1.53B | 2,483 | 20 | 1 |
| July 2023 | $1.35B | 642 | 8 | 1 |
| March 2022 | $0 | 0 | 8 | 1 |
| April 2021 | $0 | 0 | 6 | 1 |
Besides its headquarters, Atomic Invest has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 107 Greenwich St, 21st Floor, New YorkHQ
Other business names
Atomic Invest has reported 2 other business names to the SEC.
- Atomic
- Atomic Invest
Contact and registration details
- Legal name
- Atomic Invest LLC
- Headquarters
- 107 Greenwich St, 21st Floor, New York, NY 10006
- Website
- atomicvest.com
- Phone
- 212-419-5036
- SEC file
- 801-121121
- Structure
- Delaware LLC
- Fiscal year end
- December
Atomic Invest uses Pershing ($284M, 89%) and Atomic Brokerage ($35.1M, 11%) as custodians for its separately managed accounts. Atomic Invest has custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- PershingPershing LLC · Jersey City, NJ · $284M89%
- Atomic BrokerageAtomic Brokerage LLC · New York, NY · $35.1M11%
At year end, Atomic Invest’s separately managed accounts were largely in bonds (37%) and funds (31%).
What the accounts hold
- Stocks4%
- Funds31%
- Bonds37%
- Cash28%
How many clients does Atomic Invest have?
Atomic Invest has 10,563 clients and manages $320 million for them, as of August 2026. They include 10,068 individuals, 493 corporations and other businesses, and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Atomic Invest offer?
Atomic Invest provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Atomic Invest use?
Atomic Invest’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $284M and Atomic Brokerage LLC (New York, NY), with $35.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Atomic Invest have?
Atomic Invest has 1 investment adviser representative registered with state securities authorities, out of 21 employees, and 21 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 0 employees are 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 Atomic Invest invest in?
At the end of its last fiscal year, Atomic Invest’s separately managed accounts held 37% U.S. government and agency bonds, 31% registered funds (mutual funds, ETFs, BDCs), 28% cash and equivalents and 4% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Atomic Invest?
Atomic Invest is owned through a chain of holding companies by David Dindi. Its direct owners are Atomicvest, Inc. (50% to 75%) and Atomic Group LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Atomic Invest get paid?
Atomic Invest is paid through a percentage of assets under management. 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
How do I contact Atomic Invest?
Atomic Invest’s main office is at 107 Greenwich St, 21st Floor, New York, NY 10006. Its phone number is 212-419-5036. Its website is atomicvest.com.