ATLAS CAPITAL MANAGEMENT CORP
Firm details
- Headquarters
- FORT WAYNE, Indiana
- CRD number
- 106107
- Registered since
- August 19, 1994
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals84%
- HNWI16%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Atlas Capital Management Corp is a privately owned advisory corporation that has been SEC-registered since 1994 and concentrates on portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family relationships. Its fee arrangements include percentage-of-AUM billing alongside fixed fees and performance-based fee structures, and it does not identify as an active ESG investor. Atlas is not characterized as a capital allocator or pension consultant in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities34%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1TODD CLARK
Chief Financial OfficerCRD 3168322
Contacts
3 of 4Antonio Flores
PresidentCRD 8118253
Reed Diller
Investment Advisor RepresentativeCRD 7628748
BRENTON FEWOX
Financial AdvisorCRD 2825608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WAYNE, IN
ALLEN
Location
FORT WAYNE, IN
Headquartered in FORT WAYNE, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- ALLEN
- Address
- 11130 Coldwater Rd
- Time zone
- ET (UTC-5)
- Office locations
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