Gearhart & Associates

Gearhart & Associates, operating as Atlas Wealth LLC, is a registered investment adviser based in Ohio, established in 2025. The firm offers personalized discretionary and non-discretionary investment management services to individuals and entities, including high net worth individuals, family offices, trusts, and retirement plans. Investment strategies are customized based on client objectives and financial needs, utilizing various securities such as mutual funds, ETFs, equity securities, and more. The firm may recommend external money managers for client portfolios. Gearhart & Associates acts as a fiduciary for retirement plan accounts, subject to ERISA and IRC regulations. Clients have the option to impose reasonable restrictions on account management. The firm does not guarantee specific financial outcomes. Investment strategies primarily involve fundamental analysis methods. Clients are advised of potential risks associated with investing in securities, including market, credit, interest rate, and cybersecurity risks. Gearhart & Associates charges fees based on a percentage of assets under management, with a tiered fee schedule. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, families, trusts, and retirement plans, with no minimum portfolio size required. The firm reviews accounts periodically and provides regular reports to clients. Gearhart & Associates does not receive benefits for providing investment advice or compensation for client referrals. Clients must utilize a qualified custodian for their funds and securities. The firm may vote proxies on behalf of clients and offers asset recovery services through Broadridge. Gearhart & Associates does not disclose financial information as it does not solicit prepayment of fees, faces no financial impairments, and has not undergone bankruptcy proceedings.