SourcingSourcing

ATLASMARK FINANCIAL, INC.

B56
CRD 152635·SEC 801-107434·AUSTIN, TX
AUM
$228.6M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$686K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATLASMARK FINANCIAL, INC.
CRD
152635
SEC file #
801-107434
EIN
270703330
DBA names
—

Economics

AUM
$228.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$411.9M → $228.6M▼ -45%
Client mix
Individuals Other84
Individuals High Net Worth35
Pension Profit Sharing Plans8
Charitable Organizations4
Corporations2

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
01/12/2026
ADV-W filed at
—
Website
atlasmark.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDERSON, ERIK, JON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ANDERSON, ERIK, JON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ATLASMARK.COM
Rdap Domain Creation Date
2014-03-26T03:55:15Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Compensation
114,565
Form 5500 Compensation Trajectory 3y
2025114,565
Form 5500 Plan Count Trajectory 3y
20257
Schedule C Total Compensation
114,565
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Cik
0002127120
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2026-04-22
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001214659-26-004946

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
12466 LOS INDIOS TRL STE 200AUSTIN, TX 78729
Business
12466 LOS INDIOS TRL STE 200AUSTIN, TX 78729
Edgar EIN
270703330
Edgar Recent Filings
13F-HR2026-04-22 · 0001214659-26-004946
13F-HR2026-04-22 · 0001214659-26-004945
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-03-26T03:55:15Z
Rdap Domain Last Changed
2025-04-22T12:59:27Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4541805
Trust Company Affiliate
No

People (1)

1
ANDERSON, ERIK, JON
IAR · Direct Owner · 87.5%
4541805