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Atlas Brown,inc.
Atlas Brown, Inc. is a Louisville, Kentucky-based investment adviser and family wealth management firm founded in 2004. The firm is predominately employee-owned and provides wealth management, investment management, and family office services to individuals, families (including high-net-worth individuals), trusts, estates, retirement plans, charitable organizations, and corporations. Atlas Brown specializes in customized portfolio management and comprehensive family office solutions, employing a professional team focused on multi-generational wealth preservation and strategic planning. As of 2025, the firm employs fewer than 25 people.
Investment Strategy
Atlas Brown applies a multidisciplinary and highly customized investment strategy, focusing on integrating multiple asset classes and investment styles—including traditional securities, alternatives, outside managers, and direct investments—into tailored portfolios for each client. The firm emphasizes understanding each family's unique needs and objectives, blending institutional-quality techniques with personalized solutions. Their disciplined process involves client discovery, formal investment policy statements, rigorous due diligence for investment selection (including traditional and alternative assets such as real estate, private equity, and hedge funds), and regular evaluation. The goal is to minimize volatility and optimize steady, long-term growth by blending investment styles and strategies suited to each family's financial and legacy objectives.
Latest 13F Filing Activity
Atlas Brown,inc. filed their most recent 13F report on Sep 30, 2025 disclosing 226 equity positions with a total 13F market value of $338M. The fund increased holdings in Apple Inc. Com, Nvidia Corporation Com, Abbvie Inc. Com among other positions. Atlas Brown,inc. reduced exposure to Walgreens Boots Alliance Inc. Com, Paramount Global Class B Com, Dollar Gen Corp. New Com among others.
Top Holdings
Equity Positions (226)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 8.08% | $27.3M | 146,544 | $9.77 | $186.58 | +$2.9M |
A AAPL | APPLE INC COM | 5.63% | $19.1M | 74,864 | $43.24 | $254.63 | +$3.6M |
M MSFT | MICROSOFT CORP COM | 3.66% | $12.4M | 23,919 | $117.82 | $517.95 | +$477.6K |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.27% | $11.1M | 33,754 | $166.10 | $328.17 | +$872.5K |
J JPM | JPMORGAN CHASE & CO. COM | 2.33% | $7.9M | 24,968 | $86.59 | $315.43 | +$618.1K |
Industry Allocation
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