Atlas Wealth is an investment advisor in Cincinnati with $553.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
874432827
SEC advisor number
801-125856
FINRA CRD number
321832
AUM ?
$553.83 mm
(as of 14 Dec 22)
Accounts
1,649
(as of 14 Dec 22)
Employees
6
(4 investment advisory or research)
Office hours
Monday - Friday, 8AM-5PM
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Gearhart, Kenton, Kyle | President and CIO | 05/2022 | > 75% |
| Armstrong, Andy, John | Chief Compliance Officer | 05/2022 | < 5% |
| Harden, Kendall, McGarry | COO | 05/2022 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 Jul 24
13F-HR
Quarterly holdings report by institutional manager
31 Jul 24
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23