SourcingSourcing

ATLAS WEALTH LLC

C44
CRD 321832·SEC 801-125856·CINCINNATI, OH
AUM
$872.6M
$500M-$1B
Est. Revenue
$8.7M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATLAS WEALTH LLC
CRD
321832
SEC file #
801-125856
EIN
874432827
DBA names
Gearhart & Associates

Economics

AUM
$872.6M
AUM band
$500M-$1B
AUM trajectory
'23'26
$553.8M → $872.6M▲ +58%
Client mix
Individuals Other2,672
Individuals High Net Worth212
Corporations13
Pension Profit Sharing Plans6

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
4 advisors → 4 advisors▬ 0%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
linkedin.com/company/gearhart-associates(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GEARHART, KENTON, KYLE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GEARHART, KENTON, KYLE
RICE, ALEXANDRA, EICHLER
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
fallback_guess:atlas.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001964106
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2023-02-14
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
17
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001964106-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
9301 MONTGOMERY RDSUITE 2ACINCINNATI, OH 45242
Business
9301 MONTGOMERY RDSUITE 2ACINCINNATI, OH 45242
Edgar EIN
874432827
Edgar Recent Filings
13F-HR/A2026-05-13 · 0001964106-26-000003
13F-HR2026-05-06 · 0001964106-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2544526
Trust Company Affiliate
No

People (5)

5
GEARHART, KENTON, KYLE
IAR · Direct Owner · 87.5%
2544526
RICE, ALEXANDRA, EICHLER
IAR · Direct Owner · 7.5%
6219315
ANDY JOHN ARMSTRONG
Executive Officer · 2.5%
4448534
Olivia Claire Thomason
IAR
7951746
SAMANTHA FLORIO
IAR
7605253