SourcingSourcing

ATLAS FINANCIAL ADVISORS, INC.

B52
CRD 160276·SEC 801-120944·OROVILLE, CA
AUM
$46.9M
$25M-$100M
Est. Revenue
$469K
@ 1% on AUM
Est. EBITDA
$141K
@ 30% margin
Est. Deal Value
$1.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATLAS FINANCIAL ADVISORS, INC.
CRD
160276
SEC file #
801-120944
EIN
454220029
DBA names
—

Economics

AUM
$46.9M
AUM band
$25M-$100M
AUM trajectory
'22'26
$149.3M → $46.9M▼ -69%
Client mix
Individuals Other249
Individuals High Net Worth17

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
4 advisors → 2 advisors▼ -50%
Primary office
OROVILLE CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesSubscription fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
stevenvanmetre.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GARCIA, ARTHUR, COLE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GARCIA, ARTHUR, COLE
Solo Advisor Indicator
No
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
STEVENVANMETRE.COM
Rdap Domain Creation Date
2012-07-24T20:43:36Z
Rdap Firm Age Years
14
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
No

SEC EDGAR

Edgar Cik
0001924030
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2022-04-20
Edgar Last Filing Date
2025-04-17
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2025-04-17
Accession0001924030-25-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1722
Soi Zip Pct 200k Plus
0.0343
Soi Zip Returns 200k Plus
400
Soi Zip Total AGI
729,492
Fdic Zip Total Deposits
13,994,857,000
Fdic Zip Branch Count
158
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2126 5TH AVENUEOROVILLE, CA 95965
Business
2126 5TH AVENUEOROVILLE, CA 95965
Edgar EIN
454220029
Edgar Recent Filings
13F-HR2025-04-17 · 0001924030-25-000001
N-PX2025-01-10 · 0001667731-25-000028
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaOroville, CA
U.S. Bank of CaliforniaOroville, CA
Fdic Zip HHI
861.85
Fdic Zip Top Bank Share Pct
17.6
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-12T11:59:59Z
Rdap Domain Last Changed
2025-11-23T16:16:15Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI45,613
Returns3,410
Stub 2
AGI116,116
Returns3,150
Stub 3
AGI118,190
Returns1,920
Soi Zip Total Business Income
32,305
Soi Zip Total Cap Gains
20,578
Soi Zip Total Dividends
6,697
Soi Zip Total Returns
11,670
Top Owner CRD
4865182
Trust Company Affiliate
No

People (2)

2
GARCIA, ARTHUR, COLE
IAR · Direct Owner · 87.5%
4865182
STEVEN PAUL VAN METRE
IAR
4994543