Jonathan Tunney
Atlas Capital Advisors · San Francisco, California
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.
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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 4663464 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.atlasca.com |
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Questions about Jonathan
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.
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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