Insights

Niche Market Focus Atlas Indicators Investment Advisors caters to clients seeking personalized financial services, including retirement planning and long-term care insurance, highlighting opportunities to target high-net-worth individuals and retirement-focused investors.

Growing Revenue Potential With annual revenues estimated between one and ten million dollars and a specialized service offering, there is strong potential to expand client acquisition through tailored investment products and advisory services.

Tech-Driven Platform Utilizing advanced tools like Mapbox.js, Google Tag Manager, and PHP signifies a digitally savvy approach, enabling opportunities for digital engagement strategies and technology-based financial solutions to attract tech-oriented clients.

Limited Workforce, High Flexibility Operating with a small team of 2-10 employees, Atlas can benefit from strategic partnerships and scalable service models to expand its reach without significant overhead increases.

Distinct Competition Position Although competing with industry giants like Fidelity and Charles Schwab, Atlas’s specialized services and niche focus can be leveraged to carve out a distinct segment within the competitive financial advisory landscape, appealing to clients seeking personalized attention.

Atlas Indicators Investment Advisors, Inc. Tech Stack

Atlas Indicators Investment Advisors, Inc. uses 8 technology products and services including Open Graph, Cart Functionality, Microsoft 365, and more. Explore Atlas Indicators Investment Advisors, Inc.'s tech stack below.

Open Graph

Content Management System

Cart Functionality

E-commerce

Microsoft 365

Lightbox

Javascript Libraries

Mapbox.js

Maps

PHP

Programming Languages

Google Tag Manager

Tag Management

X-Content-Type-Options

Web & Portal Technology

Atlas Indicators Investment Advisors, Inc. Email Formats	Example	Percentage
First@atlasindicators.com	John@atlasindicators.com	50%
First@atlasindicators.com	John@atlasindicators.com	50%

Atlas Indicators Investment Advisors, Inc. Email Formats

Example

Percentage

First@atlasindicators.com

John@atlasindicators.com

50%

First@atlasindicators.com

John@atlasindicators.com

50%

Frequently Asked Questions

What is Atlas Indicators Investment Advisors, Inc.'s phone number?

You can contact Atlas Indicators Investment Advisors, Inc.'s main corporate office by phone at

+1-909-483-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Atlas Indicators Investment Advisors, Inc.'s official website and social media links?

Atlas Indicators Investment Advisors, Inc.'s official website is atlasindicators.com and has social profiles on LinkedIn.

What is Atlas Indicators Investment Advisors, Inc.'s SIC code NAICS code?

Atlas Indicators Investment Advisors, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Atlas Indicators Investment Advisors, Inc. have currently?

As of December 2025, Atlas Indicators Investment Advisors, Inc. has approximately 2 employees across 1 continents, including North America. Key team members include Financial Advisor: C. C.. Explore Atlas Indicators Investment Advisors, Inc.'s employee directory with LeadIQ.

What industry does Atlas Indicators Investment Advisors, Inc. belong to?

Atlas Indicators Investment Advisors, Inc. operates in the Financial Services industry.

What technology does Atlas Indicators Investment Advisors, Inc. use?

Atlas Indicators Investment Advisors, Inc.'s tech stack includes Open GraphCart FunctionalityMicrosoft 365LightboxMapbox.jsPHPGoogle Tag ManagerX-Content-Type-Options.

What is Atlas Indicators Investment Advisors, Inc.'s email format?

Atlas Indicators Investment Advisors, Inc.'s email format typically follows the pattern of First@atlasindicators.com. Find more Atlas Indicators Investment Advisors, Inc. email formats with LeadIQ.

When was Atlas Indicators Investment Advisors, Inc. founded?

Atlas Indicators Investment Advisors, Inc. was founded in 2009.

Atlas Indicators Investment Advisors, Inc.

Financial ServicesCalifornia, United States2-10 Employees

Seeing firsthand the turmoil developing throughout the global banking system, Atlas was founded by J R Capps and Christopher Cox in 2009 to develop "new methods for new markets" created by these turbulent times.  Atlas incorporates a range of services including discretionary portfolio management for individuals, retirement plan services, independent management for individual 401(k) plans, Medicare supplement plans, retirement income distribution plans, and long-term care insurance.

Securities America, and Cooper McManus are not affiliated. Advisory services are offered by Atlas through Cooper McManus, a SEC Registered Investment Advisory firm; securities through Securities America, Inc., a Registered broker/dealer and member of FINRA(www.FINRA.org)/SIPC(www.SIPC.org). J R Capps, the president of Atlas Indicators, is currently licensed to offer securities through Securities America, Inc., a registered broker/dealer and member of FINRA/SIPC in California, Texas, Pennsylvania, Hawaii, and Massachusetts. His insurance license with the state of California is 0A15711. He is also licensed in California to offer advisory services through Cooper McManus, a SEC registered investment advisory firm. Cooper McManus, Atlas Indicators Investment Advisors, and Securities America are not affiliated.

Insights

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Charles Schwab

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