CRD: 106107
Atlas Capital Management Corp
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Request a Free TrialFirm Details
- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-19-1994
- Office Locations
- 3
Office Locations
About Atlas Capital Management Corp
Atlas Capital Management Corp is a fee-based RIA in Fort Wayne, Indiana offering proprietary, risk-managed active strategies and diversification approaches delivered through partner RIAs and registered representatives for individual investor portfolios. The firm’s focus is disciplined portfolio management designed to help clients stay invested for the long term.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JERRY LEE JACOBS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #256432
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
TODD MATTHEW CLARK
Investment Advisor Representative
- CRD
- #3168322
Reed J. Diller
Investment Advisor Representative
- CRD
- #7628748
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $837,508,029 | $213,650 |
| Non-Discretionary | $32,281,888 | $144,762 |
| Total | $869,789,917 | $209,942 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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