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Atlas Capital Management Corp

● SEC registered since 1994CRD 106107SEC# 801-47277Ft Wayne, IN
Export (members)
Reg. AUM
$562.6M
Employees
9
Accounts
3,261
Location
Ft Wayne, IN

Atlas Capital Management Corp assets under management

Atlas Capital Management Corp is a registered investment adviser overseen by the SEC based in Ft Wayne, IN. The firm has been registered since 1994. It reports $562.6 million in regulatory assets under management and employs 9 people.
www.atlascapitalmanagement.comView on SEC.gov ↗

Atlas Capital Management Corp owners & executives

1 reported
NameTitleOwnershipSince
Jerry Lee Jacobs ControlPresident, Chief Compliance OfficerOver 75%1993

Frequently asked questions

How much does Atlas Capital Management Corp manage?

Atlas Capital Management Corp reports $562.6 million in regulatory assets under management on its Form ADV.

How many employees does Atlas Capital Management Corp have?

Atlas Capital Management Corp reports 9 employees.

Where is Atlas Capital Management Corp located?

Atlas Capital Management Corp is based in Ft Wayne, IN and has been SEC-registered since 1994.

Does Atlas Capital Management Corp disclose fund performance?

Atlas Capital Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11130 Coldwater Road, Suite 104, Ft Wayne, IN 46845-1270
Phone260-637-2857
Fax260-637-9707
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$539M
Non-discretionary$23.6M
Total (RAUM)$562.6M