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| Atlantis Wealth Advisors LLC
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| CRD # | 169956 |
| SEC # | 801-79013 |
| CIK # | |
| AUM | 150.2 M (2026-03-24) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 419-794-0538 |
| Address | 1700 Woodlands Dr Maumee, OH 43537 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/24/2026) [Brochure] |
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Item 5: Fees and Compensation
A. Fees Charged/ Fee Schedule:
Financial Planning, Assistance and Education
Financial planning fees can be hourly, fixed fee basis (which may be per project or ongoing), or included
with asset management services. Our hourly charge is between $125 and $350 per hour. Fixed fees will
be between $0 and $15,000. The fee range stated is a guide. Fees may be higher or lower than this range,
based on the nature of the engagement. Fees are negotiable and will depend on the anticipated complexity
of your plan.
Asset Management
Generally, fees may vary from 0.50% to 2.00% per annum of the market value of a client’s assets managed
by AWA. The fee range stated is a guide. Fees are negotiable, and may be higher or lower than this range,
based on the nature of the account. Factors affecting fee percentages include the size of the account,
complexity of asset structures, and other factors.
Camelot Portfolios charges fees related to the management of assets placed by AWA. These fees are
disclosed in the Form ADV Part 2A for Camelot Portfolios, as are the methods by which those fees are
calculated.
Some AWA representatives recommend the use of other third party managers in addition to or instead of
Camelot Portfolios. The fees for these managers are separate from, and in addition to, fees paid to AWA.
Financial Consulting
Financial consulting is done on a fixed fee basis (which may be per project or ongoing). Fixed fees will
be between $500 and $4,000 per annum. The fee range stated is a guide. Fees may be higher or lower
than this range, based on the nature of the engagement. Fees are negotiable and will depend on the
anticipated complexity of your plan.
B. Fee Payment
Investment advisory fees will generally be debited directly from each client’s account. However, clients
do have the option to pay fees through an automated payment service although it is not required. The
advisory fee is paid on either a quarterly or monthly basis depending on the chosen custodian and method.
Depending on the client’s needs and suitability, the appropriate custodian and billing model will be
recommended. Fees that are billed in advance are calculated based on the value of the account(s) at the
beginning (value at market close of prior billing period end) of each calendar quarter or month (depending
on selected method) and are billed 1 quarter or month in advance. Fees that are billed in arrears are
calculated using the average daily account value for the quarter or month. Once the calculation is made,
we will instruct your account custodian to deduct the fee from your account and remit it to the firm.
Clients whose fees are directly debited will provide written authorization to debit advisory fees from their
accounts held by a qualified custodian chosen by the client. The client will also receive a statement from
their account custodian showing all transactions in their account, including the fee. It is the responsibility
of the client to verify the accuracy of all fee calculations. The client may terminate the investment advisory
contract by notifying AWA in writing at its principal place of business.
Clients whose fees are debited from their bank accounts using the automated payment service will provide
written consent for AdvicePay to debit their bank accounts for the amount of the fee due to AWA.
AdvicePay will then pay the funds to AWA. AWA will not have the ability to directly access the client
funds in the bank account.
The advisory agreement may be modified as mutually agreed upon in writing. The agreement is
terminable by you at any time. The agreement is not assignable by Atlantis Wealth Advisors LLC
without the advance written consent of the client.
C. Other Fees
Mutual Funds
All fees paid to AWA for investment advisory services are separate and distinct from the fees and expenses
charged by underlying investments such as mutual funds. In the case of mutual funds, these fees and
expenses are described in each fund's prospectus. These fees will generally include a management fee,
other fund expenses, and a possible distribution fee. Expenses of a fund, including management fees
payable to the mutual fund manager, will not appear as transaction fees on a client’s statement, as they
are deducted from the value of the shares by the mutual fund manager. If the fund also imposes sales
charges, a client may pay an initial or deferred sales charge. A client could invest in a fund directly, without
the services of AWA. In that case, the client would not receive the services provided by AWA which are
designed, among other things, to assist the client in determining which fund or funds are most appropriate
to each client's financial condition and objectives. Accordingly, the client should review both the fees
charged by the funds and the fees charged by AWA to fully understand the total amount of fees to be paid
by the client and to thereby evaluate the advisory services being provided. AWA can provide or direct
you to a copy of the prospectus for any fund that we recommend to you.
Other Fees
AWA’s affiliate, Camelot Event Driven Advisors LLC is the adviser to an investment company registered
under the Investment Company Act of 1940, the Camelot Event Driven Fund, (“CEDF”). In addition,
certain investment professionals associated with Camelot Portfolios are entitled to personal compensation
related to the services they provide to CEDF. This creates a conflict of interest, which may be material.
Because Camelot Event Driven Advisors receives a fee from CEDF for managing CEDF, and individuals
receive personal compensation, AWA has an incentive to recommend CEDF to clients because of its
affiliation with Camelot Event Driven Advisors, as opposed to simply the client’s objectives. Fees payable
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/24/2026) [Brochure] |
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Item 7: Types of Clients
AWA generally provides advisory services to individuals, pension and profit sharing plans, trusts, estates,
charitable organizations, corporations and other business entities.
AWA recommends minimums based on selected strategy. AWA has strategies ranging from no minimum
to over $1,000,000 for our fully custom accounts. Minimum recommendations for each strategy can be
viewed in our account application packet or Item 8 below.
AWA can waive the minimum amount requirements at their sole discretion. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 46.0 |
| (b) Individuals (high net worth individuals) | 25 | 92.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.3 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 86 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 775 | 150.2 |
| By Discretionary | ||
| Discretionary | 676 | 148.3 |
| Non-Discretionary | 99 | 1.9 |
| Total | 775 | 150.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.2 | |
| Total | 775 | 150.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Camelot Portfolios LLC
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|
OH | 272.2 M |
|
Atlantis Wealth Advisors LLC
✚
|
OH | 150.2 M |
|
Camelot Event-Driven Advisors LLC
✚
|
OH | 107.8 M |
|
Camelot Funds LLC
✚
|
OH |
| Comparable Firms | State | AUM |
|---|---|---|
|
Twin City Private Wealth LLC
✚
|
NC | 151.3 M |
|
Thrasher & Chambers Wealth Management LLC
✚
|
AR | 151.0 M |
|
Zenith Solutions Inc
✚
|
PA | 151.0 M |
|
Cascade Financial Strategies LLC
✚
|
OR | 150.9 M |
|
Poulos Advisors Inc
✚
|
VT | 150.4 M |
|
Optima Capital Management LLC
✚
|
AZ | 150.3 M |
|
MZ Capital Management LLC
✚
|
150.1 M | |
|
Clearbrook Investment Solutions LLC
✚
|
NY | 149.9 M |
|
Legacy Capital Management Limited Liability Company
✚
|
CA | 149.8 M |
|
Fiduciary Capital Management LLC
✚
|
WY | 149.2 M |