Atlasmark Financial, Inc.
- Regulatory AUM
- $229M
- Discretionary
- $229M
- Clients
- 133
- Avg AUM / client
- $1.7M
- Accounts
- 374
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 84 | $26.5M | 11.6% |
| High net worth individuals | 35 | $176M | 76.9% |
| Pension and profit sharing plans | 8 | $11.0M | 4.83% |
| Charitable organizations | 4 | $15.1M | 6.62% |
| Corporations and other businesses | 2 | $250K | 0.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Powerhouse Animation 401(k) Plan Powerhouse Animation Studios, Inc. | 2024 | |
| Ctvs 401(k) Plan Cardiothoracic & Vascular Surgeons, P.A. | 2024 | |
| Dunham & Jones Attorneys At Law 401(k) Plan Dunham & Jones Attorneys At Law, Pc | 2024 | |
| Marbridge Foundation 401(k) Plan Marbridge Foundation, Inc. | 2024 | |
| Phoenix 401(k) Plan Phoenix Management, Inc. | 2024 | |
| Ojo Labs 401(k) Plan Ojo Labs, Inc. | 2024 | |
| Triad Logistics Services Corporation 401(k) Plan Triad Logistics Services Corporation | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik Jon Anderson | President, Chief Compliance Officer, Secretary, Treasurer | CFP Personal Financial Specialist | Feb 2010 (17y) | 75% or more |
Undisclosed: 0% – 25% 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 (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Powerhouse Animation 401(k) Plan | Powerhouse Animation Studios, Inc. | 61 | $4.8M | 01/01/2024 |
| Ctvs 401(k) Plan | Cardiothoracic & Vascular Surgeons, P.A. | 101 | $69.2M | 01/01/2024 |
| Dunham & Jones Attorneys At Law 401(k) Plan | Dunham & Jones Attorneys At Law, Pc | 238 | $7.1M | 01/01/2024 |
| Marbridge Foundation 401(k) Plan | Marbridge Foundation, Inc. | 274 | $5.5M | 01/01/2024 |
| Phoenix 401(k) Plan | Phoenix Management, Inc. | 350 | $14.7M | 01/01/2024 |
| Ojo Labs 401(k) Plan | Ojo Labs, Inc. | 76 | $9.0M | 01/01/2024 |
| Triad Logistics Services Corporation 401(k) Plan | Triad Logistics Services Corporation | 197 | $4.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/12/2026 | 902 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $206M (90% 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) ↗