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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.