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ATLAS CAPITAL MANAGEMENT CORP
CRD 106107File 801-47277
APPROVED
Retail clients
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$869.8M
Above cohort median (national)
Discretionary AUM
$837.5M
Non-discretionary $32.3M
Clients
3,261
4,143 accounts
Employees
9
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 19, 1994
- Principal office
- 11130 COLDWATER ROAD, SUITE 104, FT WAYNE, IN, 46845-1270
- Phone
- 260-637-2857
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $869.8M
- Discretionary AUM
- $837.5M
- Non-discretionary AUM
- $32.3M
- Discretionary accounts
- 3,920
- Non-discretionary accounts
- 223
- Total accounts
- 4,143
- AUM per client
- $267K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $139.2M |
| Individuals (other than high net worth individuals) | 3,171 | $730.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $562,632,463 | $869,789,917 | increased by$307,157,454 |
| Apr 1, 2026 | Accounts | 3,261 | 4,143 | increased by882 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,663 | 3,261 | increased by598 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $290,591,507 | $562,632,463 | increased by$272,040,956 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,663 | 3,261 | increased by598 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 2,032 | 2,663 | increased by631 |
| Apr 1, 2022 | AUM | $215,487,477 | $290,591,507 | increased by$75,104,030 |
| Apr 1, 2022 | Accounts | 2,032 | 2,663 | increased by631 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATLAS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATLAS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.