Atlas Capital Advisors LLC
Atlas Capital Advisors LLC is an independent, privately owned investment advisory firm based in San Francisco, California. Founded in 2003, Atlas provides investment advice and wealth management services to individuals, high net worth clients, and institutional investors. The firm is SEC-registered, employs around 10 professionals, and emphasizes transparency and fiduciary responsibility in its client relationships. The principal owners are Jonathan Tunney, Albert Gutierrez, Kenneth Frier, and Leslie Krampert, all of whom hold the CFA designation. Clients include individuals, charitable organizations, and corporations seeking systematic, tax-efficient investment strategies.
Investment Strategy
Atlas Capital Advisors focuses on tax-efficient, systematic investment strategies tailored for both individual and institutional clients. The firm employs a discretionary management approach that emphasizes long-term wealth preservation, portfolio diversification, and risk management. Their investment philosophy centers on delivering consistent returns through rigorous research, diversified asset allocation, and low-cost implementation, all while maintaining transparency and acting as a fiduciary. Atlas utilizes evidence-based investing and seeks to optimize after-tax returns for clients.
Top Holdings
Equity Positions (835)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PG | Procter Gamble Co | 5.36% | $43.9M | 275,506 | $167.61 | $159.32 | -$3.1M |
V VGK | Vanguard European Stock ETF | 3.99% | $32.7M | 421,972 | $65.90 | $77.50 | +$6.7M |
P PLMR | Palomar Holdings Inc | 2.66% | $21.8M | 141,284 | $93.36 | $154.25 | +$2.4M |
V VSS | Vanguard Ftse All-Wld Ex-US Small Cap ETF | 2.15% | $17.6M | 131,196 | $113.60 | $134.39 | +$4.5M |
S SPEM | SPDR Emerging Market ETF | 2.00% | $16.3M | 382,435 | $34.02 | $42.74 | +$1.7M |