Atlas Capital Advisors Inc.

Overview

Atlas Capital Advisors Inc. is an SEC registered investment adviser based in San Francisco, CA, registered since 2006. It reports $1.1B in assets under management across 409 accounts, with 10 employees. It has 8 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

92%

Accounts

409

Average account

$2.8M

Employees

10

Advisory reps

8

Registered since

2006

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

• Albert Joseph Gutierrez Shareholder, Pm, Chief Compliance Officer CRD 1624262
• Jonathan Evan Tunney Managing Shareholder, Pm, CTO CRD 4663464
• Kenneth John Frier Shareholder, Chief Investment Officer CRD 5339893

1 more executive officer, with direct contact details

Advisory reps 3 of 8

• John Solari Baker Registered Rep · Investment Adviser Rep CRD 2914008
• Kenneth John Frier Investment Adviser Rep CRD 5339893
• Gino Garcia Investment Adviser Rep CRD 8016085

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

38 Keyes Ave Ste 200
San Francisco, CA 94129

County

San Francisco

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: atlasca.com

Every state, with registration dates

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