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ATLAS CAPITAL MANAGEMENT CORP
CRD 106107 · SEC 801-47277
11130 COLDWATER ROAD, SUITE 104, FT WAYNE, IN, 46845-1270, United States
Phone
260-637-2857
Fax
260-637-9707
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$869.8M
Discretionary AUM
$837.5M
Team
9 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3171 | $730.6M |
| High net worth individuals | 90 | $139.2M |
States served
AL, AZ, CA, CO, GA, ID, IL, IN, IA, KS, MI, MN, NE, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD