Data / Investment advisers / Wisconsin / Atlatl Advisers
Atlatl Advisers, Madison, WI: $393 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Atlatl Advisers is an SEC registered investment adviser with its main office in Madison, Wisconsin and reports $393 million in regulatory assets under management in its Form ADV filed May 21, 2026. Its clients include high net worth individuals, individuals and other investment advisers. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Atlatl Advisers (CRD number 284036): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 284036
- SEC file number
- 801-129418
- SEC status
- Approved, effective February 9, 2024
- Legal name
- Atlatl Advisers LLC
- Main office
- 2921 Landmark Place Ste 501, Madison, WI 53713
- Phone
- (608) 351-4500
- Regulatory AUM
- $392,672,491 in the Form ADV filed May 21, 2026
- Discretionary AUM
- $392,672,491
- Accounts
- 1,124
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 101 | $260.8 million |
| Individuals (other than high net worth individuals) | 159 | $78.9 million |
| Other investment advisers | Fewer than 5 | $36.5 million |
| Pension and profit sharing plans | 14 | $16.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $392.7 million | March 24, 2026 |
| December 1, 2025 | $229.9 million | October 29, 2025 |
Other advisers in Madison
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Poehling Capital Management, Inc. | Madison | $591.3 million | Not listed | adviserinfo.sec.gov |
| Enrich Financial Partners LLC | Madison | $556.8 million | Not listed | adviserinfo.sec.gov |
| Wea Financial Advisors, Inc. | Madison | $507.8 million | Not listed | adviserinfo.sec.gov |
| John F Suby Wealth Management LLC | Madison | $464.9 million | Not listed | adviserinfo.sec.gov |
| Ecio, Inc. | Madison | $395.6 million | Not listed | adviserinfo.sec.gov |
| T. Anton Investment House, Inc. | Madison | $366.6 million | Not listed | adviserinfo.sec.gov |
| Wisconsin Capital Management, LLC | Madison | $293.6 million | Not listed | adviserinfo.sec.gov |
| Walleye Partners LLC | Madison | $276.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Madison, WI
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Atlatl Advisers on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.