AdFi
AC

ATLAS CAPITAL MANAGEMENT CORP

SEC Registered

Manage the Risk. Maximize the Opportunity.

FT WAYNE, INhttps://atlascapitalmanagement.com260-637-2857
Assets Under Management
$500M–$1B
Employees
9
Office Locations
1 office
Total Accounts
4143

About the firm

Atlas Capital Management Corp is a fee based Registered Investment Advisory Firm in Fort Wayne, Indiana. The firm works with registered representatives of securities firms and registered investment advisors to bring risk-managed investment strategies to individual investors. Atlas Capital's goal is to give individuals the confidence and comfort they need to stay invested for the long term and to benefit from the power of compounding.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net Worth

Areas of expertise

Risk ManagementActive InvestingFee-based AdvisoryProprietary StrategiesDiversificationLong-term Investing

Services

Risk-managed, active management investment strategies focused on long-term investing, strategic diversification through proprietary strategies, and fee-based registered investment advisory services.

Who they serve

Registered representatives of securities firms and registered investment advisors who want to offer investment options to their clients, as well as individual investors.

Client segmentClientsAssets managed
Individuals (Non-HNW)3,171$731M
High Net Worth Individuals90$139M

0 total clients reported on Form ADV.

Leadership

Jerry Lee Jacobs
PRESIDENT, CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
IN
FT WAYNEHQ

Advisors at this firm

5 advisors in the directory

Regulatory & compliance

CRD number
#106107
SEC Number
801-47277
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Asset tierAnnual rate
First $250,0002.00%
Next $250,0001.75%
Next $500,0001.50%
Thereafter1.00%

Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Find an advisor that fits

Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATLAS CAPITAL MANAGEMENT CORP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

ATLAS CAPITAL MANAGEMENT CORP | AdvisorFinder