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| Atlas Brown Inc
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| CRD # | 133408 |
| SEC # | 801-63702 |
| CIK # | 0001388168 |
| AUM | 605.2 M (2026-03-27) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 502-271-2900 |
| Address | 333 East Main Street Louisville, KY 40202-1259 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001388168 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 25.1 | ||
| Apple Inc | 19.4 | ||
| Microsoft Corp | 8.7 | ||
| Johnson & Johnson | 8.2 | ||
| J P Morgan Chase & Co | 7.8 | ||
| AbbVie Inc | 7.6 | ||
| Alphabet Inc | 6.9 | ||
| Amazon Com Inc | 6.3 | ||
| Applied Materials Inc /DE | 5.7 | ||
| Intel Corp | 5.0 | ||
| Caterpillar Inc | 5.0 | ||
| Costco Wholesale Corp /NEW | 4.5 | ||
| Procter & Gamble Co | 4.5 | ||
| TJX Companies Inc /DE/ | 4.2 | ||
| Alphabet Inc | 4.0 | ||
| Chevron Corp | 4.0 | ||
| Home Depot Inc | 3.9 | ||
| Facebook Inc | 3.3 | ||
| PepsiCo Inc | 3.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 204.6 |
| (b) Individuals (high net worth individuals) | 52 | 349.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 50.2 |
| (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 | 6 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,194 | 605.2 |
| By Discretionary | ||
| Discretionary | 1,164 | 584.8 |
| Non-Discretionary | 30 | 20.4 |
| Total | 1,194 | 605.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.2 | |
| Total | 1,194 | 605.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001388168] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Enterprise Investment Company
✚
|
MI | 607.1 M |
|
Cogentblue Wealth Advisors LLC
✚
|
TN | 606.0 M |
|
Prostatis Group LLC
✚
|
MD | 605.4 M |
|
TLWM LLC
✚
|
TX | 605.4 M |
|
MFA Wealth Advisors LLC
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|
PA | 605.4 M |
|
Fairvoy Private Wealth LLC
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|
AL | 605.1 M |
|
Destiny Family Office
✚
|
FL | 605.1 M |
|
Tucker Asset Management LLC
✚
|
CO | 603.6 M |
|
Avaii Wealth Management LLC
✚
|
WI | 602.8 M |
|
Intergy Private Wealth LLC
✚
|
CO | 602.6 M |