ATLAS CAPITAL MANAGEMENT CORP
Adviser information for ATLAS CAPITAL MANAGEMENT CORP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Indiana, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 70 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,540 | $443.1M |
| Non-Discretionary | 180 | $17.7M |
| Total | 2,720 | $460.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 2,720 | $389.8M |
| HNW Individuals | 73 | $71.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-47277 |
|---|---|
| SEC ERA File Number | 801-47277 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106107 |
| Legal Entity Identifier | None |
Principal Office
11130 COLDWATER ROADSUITE 104
FT WAYNE
IN
United States
Monday - Friday, 8:30 AM TO 4:30 PM
Tel: 260-637-2857, Fax: 260-637-9707
Websites
Chief Compliance Officer
JERRY JACOBS
PRESIDENT
11130 COLDWATER ROAD
SUITE 104
FORT WAYNE
IN
United States
Tel:
260 637 2857
Fax:
260 637 9707
A*******@*******Z
(Full email address available in API data)
Regulatory Contact
JOSH KNELLER
SVP
11130 COLDWATER ROAD
SUITE 104
FORT WAYNE
IN
United States
Tel:
260-637-2857
Fax:
260-637-9707
J***@*******Z
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JACOBS, JERRY, LEE | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 12/1993 | > 75% |