Atlas Capital Management Corp

Atlas Capital Management Corp (CRD# 106107) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $139,735,479 in 3,315 accounts and serve the financial needs of clients across 30 states (or territories).

Current Firm Details
11130 Coldwater Road, Suite 104, Fort Wayne, IN 46845
http://www.atlascapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    3,315
    ACCOUNTS
  • Average Account Value
    $42,152
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WI

Financial Advisors at Atlas Capital Management Corp
Showing 1 - 3 of 3 top financial advisors.
1
Jerry Jacobs, financial advisor Fort Wayne IN
Jerry L. Jacobs
CRD#: 256432
11130 Coldwater Road, Suite 104, Fort Wayne, IN 46845
96
Wealthminder
score

Jerry Jacobs (CRD# 256432) is an Investment Advisor Representative working at Atlas Capital Management Corp in Fort Wayne, IN and has over 31 years of experience in the finance industry. Jerry Jacobs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Todd Clark, financial advisor Fort Wayne IN
Todd M. Clark
CRD#: 3168322
11130 Coldwater Road, Suite 104, Fort Wayne, IN 46845
93
Wealthminder
score

Todd Clark (CRD# 3168322) is an Investment Advisor Representative working at Atlas Capital Management Corp in Fort Wayne, IN and has over 14 years of experience in the finance industry.

3
Abigail Lindsey, financial advisor Fort Wayne IN
Abigail E. Lindsey
CRD#: 5819459
11130 Coldwater Road, Suite 104, Fort Wayne, IN 46845
93
Wealthminder
score

Abigail Lindsey (CRD# 5819459) is an Investment Advisor Representative working at Atlas Capital Management Corp in Fort Wayne, IN and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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