Atlantic Investments A Registered Investment Advisor, Inc
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ADV data as of Feb 17, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 2
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clint Richard Urso | Registered representative | Sep 2010 (16y) | ||
| Kevin Lewis Sacre | Registered representative | May 2015 (11y) | ||
| Mercy Grace Medrano Mabanag | Registered representative | Jan 2024 (3y) | ||
| Marife Simbulan Callanta | Registered representative | Jul 2024 (2y) | ||
| Mikyla Lucille Martinez | Registered representative | Aug 2024 (2y) | ||
| Luhmen Tabbada Tesoro | Registered representative | Oct 2024 (2y) | ||
| Ronald Robert Spence | Registered representative | Nov 2024 (2y) |
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) | 02/17/2026 | 1.09 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
- • Hourly charges
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗