Atlas Brown, Inc.
- Regulatory AUM
- $605M
- Discretionary
- $585M
- Clients
- 451
- Avg AUM / client
- $1.3M
- Accounts
- 1,194
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 388 | $205M | 33.8% |
| High net worth individuals | 52 | $350M | 57.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $42 | 0.0% |
| Charitable organizations | 5 | $50.2M | 8.3% |
| Corporations and other businesses | 6 | $480K | 0.08% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pleatco Holdings, Llc 401 K And Profit Sharing Plan Pleatco Holdings, Llc | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Middleton, Charles, Gibson | Director | Jan 2005 (22y) | 5% – 10% | |
| William Wayne Hancock, Iii | Chairman | CFA | Mar 2009 (17y) | 10% – 25% |
| Hancock, Mary, Collis | Shareholder | Nov 2010 (16y) | 5% – 10% | |
| Michael Scott Robinson | President And Ceo | May 2014 (12y) | Less than 5% | |
| Cherri Lyn Lamkin | Chief Compliance Officer | Mar 2016 (10y) | Less than 5% | |
| Timothy Michael Corley | Registered representative | Dec 2008 (18y) | ||
| Bradley Andrew Glotzbach | Registered representative | Jun 2010 (16y) | ||
| David Brower Russell | Registered representative | May 2014 (12y) | ||
| Samuel M Vonderheide | Registered representative | Jul 2015 (11y) |
Undisclosed: 45% – 80% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pleatco Holdings, Llc 401 K And Profit Sharing Plan | Pleatco Holdings, Llc | 48 | $1.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $491M (81% of AUM) Mar 2026
- U.S. Bank $48.8M (17% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗