Atomic Invest LLC
Registered investment adviser · New York, NY · CRD #313255
Form ADV data as of 2026-09-01Regulatory assets
$319.5 million
Total accounts
10,563
Employees
21
Disclosure events
2
Firm details
- Website: https://www.atomicvest.com/atomicinvest
- Telephone: 212-419-5036
- SEC file number: 801-121121
- Most recent Form ADV filing: 2026-08-06
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator entered an order in connection with investment-related activity (past 10 years)
- Another regulator denied, suspended, or revoked a registration or restricted activity
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $319.5 million |
| Non-discretionary regulatory assets under management | $355 |
| Total regulatory assets under management | $319.5 million |
| Discretionary accounts | 10,542 |
| Non-discretionary accounts | 21 |
| Total accounts | 10,563 |
| Regulatory assets under management attributable to non-U.S. persons | $14.0 million |
People
| Total employees (excluding clerical) | 21 |
| Employees performing investment advisory functions (including research) | 21 |
| Employees who are registered representatives of a broker-dealer | 8 |
| Employees registered as investment adviser representatives with a state | 1 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 17 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $35.1 million |
| Clients for whom a related person has custody | 233 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | Yes |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys securities from or sells securities to advisory clients (principal transactions)
- Buys or sells for itself securities it also recommends to clients
- Brokers or dealers selected under 8.C.(3) are related persons
- Recommends brokers or dealers to clients
- Brokers or dealers recommended under 8.E. are related persons
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 10,068 | $23.8 million |
| Charitable organizations | 2 | $205.2 million |
| Corporations or other businesses not listed above | 493 | $90.5 million |