Data / Investment advisers / Indiana / Atlas Capital Management Corp
Atlas Capital Management Corp, Ft Wayne, IN: $870 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Atlas Capital Management Corp is an SEC registered investment adviser with its main office in Ft Wayne, Indiana and reports $870 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees.
The request: Watch Atlas Capital Management Corp (CRD number 106107): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106107
- SEC file number
- 801-47277
- SEC status
- Approved, effective August 19, 1994
- Main office
- 11130 Coldwater Road Suite 104, Ft Wayne, IN 46845
- Phone
- (260) 637-2857
- Website
- atlascapitalmanagement.com
- Regulatory AUM
- $869,789,917 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $837,508,029
- Non discretionary AUM
- $32,281,888
- Accounts
- 4,143
- Employees
- 9, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 3,171 | $730.6 million |
| High net worth individuals | 90 | $139.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $869.8 million | March 19, 2026 |
| December 1, 2025 | $562.6 million | September 17, 2025 |
Other advisers in Indiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Enhancement Group | Anderson | $987 million | Not listed | adviserinfo.sec.gov |
| Walter Keenan Wealth Management | South Bend | $983.3 million | Not listed | adviserinfo.sec.gov |
| Ami Investment Management Inc | Kendallville | $963.6 million | Not listed | adviserinfo.sec.gov |
| Smi Advisory Services, LLC | Columbus | $949 million | Not listed | adviserinfo.sec.gov |
| Galecki Financial Management Inc | Fort Wayne | $929.5 million | Not listed | adviserinfo.sec.gov |
| Lynch & Associates | Newburgh | $831.1 million | Not listed | adviserinfo.sec.gov |
| Hurlow Wealth Management Group, Inc. | Bloomington | $794.4 million | Not listed | adviserinfo.sec.gov |
| Sycamore Financial Group | Kokomo | $787.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indiana
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Atlas Capital Management Corp on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.