Atlas Grove Capital is a registered investment advisor founded in February 2026 and based in Dublin, California. The firm provides discretionary portfolio management services to individuals, high net worth individuals, charitable organizations, and businesses. Atlas Grove Capital focuses on constructing customized portfolios that match each client's specific financial situation, goals, risk tolerance, and time horizon. The firm utilizes various methods of analysis, including asset allocation, fundamental and qualitative analysis, cyclical analysis, and quantitative models. Investment strategies include Small Cap Growth, Small/Mid Cap Growth, Large Cap Growth, Concentrated Equity Growth, All-Cap Growth, Large Cap Dividend, and Custom/Asset Allocation portfolios. Atlas Grove Capital maintains account minimums and collects advisory fees quarterly in arrears as a percentage of assets under management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rates range from 1% to 2% depending on the strategy chosen (e.g., Concentrated Equity Growth is 2%, others are 1%). Fees are calculated as a blend based on asset allocation across strategies and are negotiable.