Atlantes Financial Advisors

Overview

Atlantes Financial Advisors is a state registered investment adviser based in Fairhope, AL, registered since 2012. It reports $62.8M in assets under management across 46 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$62.8M

Discretionary

75%

Accounts

46

Average account

$1.4M

Employees

1

Advisory reps

1

Registered since

2012

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• John Peninger Brandon President, Chief Compliance Officer CRD 1888508

Advisory reps 1 of 1

• John Peninger Brandon Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1888508

Location

Headquarters

365 Grand Ave Ste A
Fairhope, AL 36532

County

Baldwin

Metro area

Daphne-Fairhope-Foley, AL

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions

Every state, with registration dates

Similar firms near Fairhope

• Aptus Capital Advisors, LLCFairhope, AL$14.1B AUM
• Brown Financial AdvisoryFairhope, AL$468M AUM
• Hayek Kallen Investment Management L.L.C.Fairhope, AL$424M AUM
• Naviant Partners, LLCFairhope, AL$177M AUM
• Gulf Coast Financial Advisors LLCFairhope, AL$32.4M AUM