Atlas Capital Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Ft Wayne, IN. Its latest Form ADV filing, dated March 19, 2026, reports $870M in regulatory assets under management, 9 employees, and 4,143 accounts.
Assets Under Management
$870M
Employees
9
Offices
--
Total Clients
3,261
Primary office
FT WAYNE, IN
11130 COLDWATER ROAD, SUITE 104, FT WAYNE, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.2% of total clients.
Top client categories% of clientsClients
1
Individuals
97.2%
3,171
2
HNWI
2.8%
90
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$870Mas of March 19, 2026
Discretionary96.3%
$838M
96% of total RAUM96.3%
Non-discretionary3.7%
$32M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$870M
Total Accounts4,143
10Y AUM Change+$739M (+562.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee362:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.