Asset manager · Miami, FL
The Atlas Financial Group
Flow Focus LLC · SEC-registered investment adviser · CRD 306849 · SEC 801-128415
At a glance
The Atlas Financial Group is an SEC-registered investment adviser based in Miami, Florida, with $175 million in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is banking or thrift institutions, and it reports 69 individual clients. By Form ADV it is a asset manager, ranked 2,165th of 3,218 asset managers and 12,917th of 17,210 SEC-registered advisers by assets.
Main office 786-233-6233theatlasfinancialgroup.comAs filed on Form ADV
- Regulatory AUM
- $175M
- Rank among asset managers
- #2,165 of 3,218
- Rank among all SEC RIAs
- #12,917 of 17,210
- Rank in Florida
- #798 of 1,090
- Individual clients
- 69
- High-net-worth clients
- 34
- Accounts
- 71
- Discretionary
- 19% of AUM
- Employees
- 4
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Cristina MontielManaging Director / CCO
- Luis J. Alayo RieraDirector & Principal
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Banking or thrift institutions | 1 | $139M | 79% |
| High-net-worth individuals | 34 | $29M | 17% |
| Individuals | 35 | $6M | 4% |
| Corporations or other businesses | 1 | $1M | <1% |
Disciplinary disclosures
The Atlas Financial Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗theatlasfinancialgroup.com ↗
AtlasMembers
The full record on The Atlas Financial Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 765 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does The Atlas Financial Group manage?
The Atlas Financial Group reports $175 million in regulatory assets under management across 71 accounts, 19% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is The Atlas Financial Group?
The Atlas Financial Group is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are The Atlas Financial Group’s clients?
By assets, its largest client types are banking or thrift institutions ($139 million, 1 clients); high-net-worth individuals ($29 million, 34 clients); individuals ($6 million, 35 clients).
Does The Atlas Financial Group have any disciplinary history?
The Atlas Financial Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is The Atlas Financial Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →