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| Happy Holidays!! thanks for using AUM13F!! |
| Atlas Capital Management Corp
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| CRD # | 106107 |
| SEC # | 801-47277 |
| CIK # | 0001277533 |
| AUM | $562.6 M (2025-06-23) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 260-637-2857 |
| Address | 11130 Coldwater Road Ft Wayne, IN 46845-1270 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,171 | 472.6 |
| (b) Individuals (high net worth individuals) | 90 | 90.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,261 | 562.6 |
| By Discretionary | ||
| Discretionary | 3,044 | 539.0 |
| Non-Discretionary | 217 | 23.6 |
| Total | 3,261 | 562.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 562.6 | |
| Total | 3,261 | 562.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westover Capital Advisors LLC
✚
|
DE | 0.6 |
|
Neumann Capital Management LLC
✚
|
CA | 0.6 |
|
West Advisors Incorporated
✚
|
0.6 | |
|
Personal Investment Management Inc
✚
|
WA | 0.6 |
|
Carsonallaria Wealth Management Ltd
✚
|
IL | 0.6 |
|
Essex LLC
✚
|
IL | 0.6 |
|
Tanglewood Legacy Advisors LLC
✚
|
TX | 0.6 |
|
Golden State Asset Management LLC
✚
|
CA | 0.6 |
|
Keel Wealth Management LLC
✚
|
0.6 | |
|
Financial Security Management Inc
✚
|
CO | 0.6 |