# Jonathan Tunney

> Jonathan Tunney 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.

Page: https://find.wellspent.co/advisors/jonathan-tunney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $1.15B across 409 accounts
- **Credentials:** CFA
- **Works with:** Founders, Executives, Tech employees
- **CRD:** 4663464 (https://adviserinfo.sec.gov/individual/summary/4663464)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.atlasca.com

## Frequently asked questions

### Is Jonathan Tunney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?

Jonathan's firm, Atlas Capital Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Jonathan Tunney based?

Jonathan Tunney is based in San Francisco, California.

### What credentials does Jonathan Tunney hold?

Jonathan Tunney holds the CFA credential.

### Is Jonathan Tunney registered with the SEC?

Yes. Jonathan Tunney is registered as an investment adviser representative in CA (CRD 4663464), 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 Jonathan Tunney?

Through Jonathan's website, www.atlasca.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4663464): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://atlasca.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.