Data / Investment advisers / Florida / The Atlas Financial Group
The Atlas Financial Group, Miami, FL: $175 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Atlas Financial Group is an SEC registered investment adviser with its main office in Miami, Florida and reports $175 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include banks and thrifts, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch The Atlas Financial Group (CRD number 306849): 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
- 306849
- SEC file number
- 801-128415
- SEC status
- Approved, effective July 27, 2023
- Legal name
- Flow Focus LLC
- Main office
- 3050 Biscayne Boulevard Suite 501, Miami, FL 33137
- Phone
- (786) 233-6233
- Website
- theatlasfinancialgroup.com
- Regulatory AUM
- $174,921,971 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $33,279,951
- Non discretionary AUM
- $141,642,020
- Accounts
- 71
- Employees
- 4, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 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 |
|---|---|---|
| Banking or thrift institutions | 1 | $138.7 million |
| High net worth individuals | 34 | $29.4 million |
| Individuals (other than high net worth individuals) | 35 | $6.2 million |
| Corporations or other businesses | 1 | $690,532 |
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 | $174.9 million | March 25, 2026 |
| December 1, 2025 | $163.2 million | March 25, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Calumet Capital Partners LLC | Miami | $191 million | Not listed | adviserinfo.sec.gov |
| Amicorp Wealth Services | Miami | $188.5 million | Not listed | adviserinfo.sec.gov |
| Picea Capital LLC | Miami | $186.8 million | Not listed | adviserinfo.sec.gov |
| Chronos Capital Advisors LLC | Miami | $181.1 million | Not listed | adviserinfo.sec.gov |
| Allaria Asset Management, LLC | Miami | $179.6 million | Not listed | adviserinfo.sec.gov |
| Corrales & Co. | Miami | $174.2 million | Not listed | adviserinfo.sec.gov |
| Vizcaya Capital Partners LLC | Miami | $172.5 million | 27 | adviserinfo.sec.gov |
| Blanche Park Capital | Miami | $167.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving banks and thrifts
- Advisers serving high net worth individuals
- The Atlas Financial Group 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.