Albert Gutierrez
Atlas Capital Advisors · San Francisco, California
Albert Gutierrez is a fee-only financial advisor at Atlas Capital Advisors in San Francisco, California, who holds the CFA credential. Atlas Capital Advisors reports charging a percentage of assets and performance-based fees on its Form ADV.
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Who they serve
- Founders
- Executives
- Tech employees
Facts
| Firm | Atlas Capital Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $1.15B across 409 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 1624262 |
| Exams passed | Series 63 (1987) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.atlasca.com |
| Profile |
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Questions about Albert
Is Albert Gutierrez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Albert holds no broker registration, and Atlas Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Albert charge for financial advice?
Albert's firm, Atlas Capital Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Albert Gutierrez based?
Albert Gutierrez is based in San Francisco, California.
What credentials does Albert Gutierrez hold?
Albert Gutierrez holds the CFA credential.
Is Albert Gutierrez registered with the SEC?
Yes. Albert Gutierrez is registered as an investment adviser representative in CA (CRD 1624262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlas Capital Advisors manage?
Atlas Capital Advisors reports $1.15B across 409 accounts in assets under management.
How do I contact Albert Gutierrez?
Through Albert's website, www.atlasca.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Atlas Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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