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ATLAS CAPITAL MANAGEMENT CORP

FT WAYNE, IN · CRD 106107 · IAPD ↗ · atlascapitalmanagement.com · 260-637-2857

$869.8MRegulatory AUM
4Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
31States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ATLAS CAPITAL MANAGEMENT CORP reported RAUM up 55% ($562.6M -> $869.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
July 2025 — ATLAS CAPITAL MANAGEMENT CORP notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2025 — ATLAS CAPITAL MANAGEMENT CORP notice-filed in IA, ND, OK, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — ATLAS CAPITAL MANAGEMENT CORP crossed $500M in regulatory AUM ($460.9M -> $562.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
March 2024 — ATLAS CAPITAL MANAGEMENT CORP notice-filed in ID, MO, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.