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Atlas Brown

Multifamily office listing in Louisville, Kentucky, United States.

  • SEC-registered
Regulatory AUM
$605 million
Employees
9
Clients
101-250
SEC CRD
133408

Atlas Brown is an SEC registered investment adviser providing family wealth management, investment management, and family office services.124

Overview

Atlas Brown serves individuals and families, including high net worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Its services include financial planning, portfolio management, and adviser selection.46

History

Atlas Brown, Inc. was formed in December 2004 by investment professionals in Louisville, Kentucky. The firm became an SEC registered investment adviser effective December 8, 2004, under CRD 133408.12

Leadership

M. Scott Robinson is Chief Executive Officer. W. Wayne Hancock, CFA, is Senior Portfolio Manager. Tim Corley is Senior Vice President and Senior Portfolio Manager. Brad Glotzbach is Senior Vice President of Wealth Management. David B. Russell, CRPS, AIF, is Executive Vice President.7

Services

Atlas Brown’s family office offering covers wealth preservation, risk management, legacy and foundation planning, gifting strategies, family meetings, multigenerational financial education, tax and estate planning coordination, bill paying, concierge services, household management, and property management.5

Its investment process includes discovery, financial and tax insight, development of an investment policy statement, implementation, investment selection, evaluation, and strategic investing.9

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Philanthropy
  • Family governance and education
  • Administration and bill pay
  • Risk and insurance
  • Private and alternative investments
  • Retirement planning

Client Focus

The firm works with individuals and families across a range of wealth planning needs, as well as retirement plans, trusts, estates, charitable organizations, and corporations.6

Approach

Atlas Brown says its philosophy centers on each family’s financial goals and objectives. The firm coordinates investment management and family office professionals to support multigenerational wealth planning.12

The firm describes a multidisciplinary investment approach that combines multiple asset classes and styles, outside managers, alternative investments, and individual securities to create customized portfolios.8

Assets and Minimums

Atlas Brown reports $455,213,189 in total assets under management as of December 31, 2023. This includes $441,729,959 in discretionary assets and $13,483,230 in nondiscretionary assets.3

The firm states that it does not require a specific minimum initial investment. Its published investment management fee schedule is based on assets under management: 2.00% on the first $1,000,000, 1.00% on the next $4,000,000, 0.75% on the next $5,000,000, 0.60% on the next $15,000,000, and 0.50% on the balance.1011

By the numbers

Regulatory AUM by year$0K$166M$333M$499M$666M2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 133408. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$376 million$356 million$20 million
2017$376 million$348 million$28 million
2018$452 million$435 million$17 million
2019$290 million$280 million$10 million
2020$340 million$329 million$11 million
2021$422 million$415 million$7 million
2022$449 million$438 million$11 million
2023$430 million$418 million$12 million
2025$568 million$556 million$11 million
2026$605 million$585 million$20 million
Average AUM per client by year$0K$407K$814K$1M$2M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 133408. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$1 million
2019$791,798
2020$979,006
2021$1 million
2022$1 million
2023$1 million
2025$1 million
2026$1 million
Clients by type (2026)Individuals388High net worth individuals52Corporations6Charities5
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 133408. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals388
High net worth individuals52
Charities5
Corporations6
Employees by year0368112016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 133408. As of .
Employees reported on Form ADV
YearEmployees
201610
20179
20189
20199
20209
20219
20229
20239
20259
20269

FAQs

What does Atlas Brown do?

Atlas Brown provides family wealth management, investment management, family office services, financial planning, portfolio management, and adviser selection.4

Who does Atlas Brown serve?

The firm serves individuals and families, including high net worth individuals, along with retirement plans, trusts, estates, charitable organizations, and corporations.6

Does Atlas Brown require a minimum investment?

Atlas Brown states that it does not require a specific minimum initial investment.11

  • LocationMultifamily offices in Louisville

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    Profiles for ACCESS WEALTH MANAGEMENT, LLC and ARGI Multi-Family Office give readers additional firms to review on this site. Comparing their listed services, client focus, and locations with Atlas Brown's family wealth, investment, planning, and administration offerings can help clarify which questions to ask during an initial review.

Sources

  1. SEC AdviserInfo firm summary
  2. Atlas Brown Form ADV Part 2, 2024
  3. Atlas Brown Family Office Services
  4. Atlas Brown Our Team
  5. Atlas Brown Wealth Management
  6. Atlas Brown Our Mission

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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