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| Happy Holidays!! thanks for using AUM13F!! |
| Atlas Brown Inc
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| CRD # | 133408 |
| SEC # | 801-63702 |
| CIK # | 0001388168 |
| AUM | $567.5 M (2025-03-28) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 502-271-2900 |
| Address | 333 East Main Street Louisville, KY 40202-1259 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.5 | ||
| Apple Inc | 15.5 | ||
| Microsoft Corp | 11.9 | ||
| J P Morgan Chase & Co | 7.3 | ||
| Amazon Com Inc | 6.1 | ||
| AbbVie Inc | 5.7 | ||
| Johnson & Johnson | 5.3 | ||
| Procter & Gamble Co | 5.2 | ||
| Exxon Mobil Corp | 4.9 | ||
| Costco Wholesale Corp /NEW | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 385 | 192.8 |
| (b) Individuals (high net worth individuals) | 53 | 326.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 48.0 |
| (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 | 5 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,110 | 567.5 |
| By Discretionary | ||
| Discretionary | 1,076 | 556.3 |
| Non-Discretionary | 34 | 11.2 |
| Total | 1,110 | 567.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 567.5 | |
| Total | 1,110 | 567.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001388168] |
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|---|---|---|
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TX | 0.6 |
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Cogentblue Wealth Advisors LLC
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Sherrill & Hutchins Financial Advisory Inc
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GA | 0.6 |
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Buck Wealth Strategies LLC
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CO | 0.6 |
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WICK Capital Partners LLC
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PA | 0.6 |