Overview
Assets Under Management: $563 million
Headquarters: FT WAYNE, IN
High-Net-Worth Clients: 90
Average Client Assets: $1 million
Frequently Asked Questions
ATLAS CAPITAL MANAGEMENT CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106107), ATLAS CAPITAL MANAGEMENT CORP is subject to fiduciary duty under federal law.
ATLAS CAPITAL MANAGEMENT CORP is headquartered in FT WAYNE, IN.
ATLAS CAPITAL MANAGEMENT CORP serves 90 high-net-worth clients according to their SEC filing dated June 23, 2025. View client details ↓
According to their SEC Form ADV, ATLAS CAPITAL MANAGEMENT CORP offers portfolio management for individuals. View all service details ↓
ATLAS CAPITAL MANAGEMENT CORP manages $563 million in client assets according to their SEC filing dated June 23, 2025.
According to their SEC Form ADV, ATLAS CAPITAL MANAGEMENT CORP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.00
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,261
Discretionary Accounts: 3,044
Non-Discretionary Accounts: 217
Regulatory Filings
CRD Number: 106107
Filing ID: 1999380
Last Filing Date: 2025-06-23 12:41:00
Website: https://acmc.biz