Atlas Capital Management Corp

Overview

Atlas Capital Management Corp is a privately owned corporate RIA formed in 1994 that offers portfolio management to individuals, families and small businesses. The firm is owned by an individual and structures client fees as a mix of AUM-based percentages, fixed fees and some performance-based arrangements. Atlas does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not operate as a capital allocator or pension consultant. Services are concentrated on advisory relationships for individual and family clients, with an emphasis on discretionary portfolio management. The firm’s business activity is centered on third-party manager selection and managing client portfolios rather than operating a broad in-house platform of institutional solutions.

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Location & Offices