Daniel Krebs
Atlas Capital Advisors · San Francisco, California
Daniel Krebs is a fee-only financial advisor at Atlas Capital Advisors in San Francisco, California. 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 |
| SEC registration | Investment adviser representative in CA · CRD 7125303 |
| Exams passed | Series 65 (2019) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.atlasca.com |
| Profile |
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Questions about Daniel
Is Daniel Krebs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?
Daniel's firm, Atlas Capital Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Daniel Krebs based?
Daniel Krebs is based in San Francisco, California.
Is Daniel Krebs registered with the SEC?
Yes. Daniel Krebs is registered as an investment adviser representative in CA (CRD 7125303), 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 Daniel Krebs?
Through Daniel'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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