Atis, Inc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 148274
· Highland, IN
· WWW.ATISWEALTH.COM
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ADV data as of Jan 12, 2026
- Regulatory AUM
- $96.3M
- Discretionary
- $3.3M
- Clients
- 229
- Avg AUM / client
- $420K
- Accounts
- 229
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 229 | $96.3M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph Evanich | Registered representative | Jun 2009 (17y) | ||
| Kurt Frederick Schultz | Registered representative | Jun 2009 (17y) | ||
| Joseph Steven Mastej | Registered representative | Jul 2017 (9y) | ||
| Michael K Parianos | Registered representative | Mar 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/12/2026 | 1.08 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- RBC $29.1M (30% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jan 12, 2026.
View current Form ADV (SEC/IAPD) ↗