{"url":"https://nivawealth.com/firms/atlas-capital-management-106107","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106107","regulatoryAum":869789917,"crd":"106107","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3168322","suffix":null,"lastName":"CLARK","firstName":"TODD","middleName":"MATTHEW"},{"crd":"7628748","suffix":null,"lastName":"Diller","firstName":"Reed","middleName":"J."},{"crd":"2825608","suffix":null,"lastName":"FEWOX","firstName":"BRENTON","middleName":"LEE"},{"crd":"8118253","suffix":null,"lastName":"Flores","firstName":"Antonio","middleName":"G"},{"crd":"256432","suffix":null,"lastName":"JACOBS","firstName":"JERRY","middleName":"LEE"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":215487477,"clients":2032,"employees":8,"offices":1},{"filedOn":"2022-03-29","regulatoryAum":290591507,"clients":2663,"employees":9,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":272528045,"clients":2550,"employees":9,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":460863224,"clients":2793,"employees":9,"offices":1},{"filedOn":"2025-06-23","regulatoryAum":562632463,"clients":3261,"employees":9,"offices":1},{"filedOn":"2026-03-19","regulatoryAum":869789917,"clients":3261,"employees":9,"offices":1}],"secFileNumber":"801-47277","legalName":"Atlas 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12.2025"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:54:57.401466+00:00","documents":[{"name":"2A ATLAS CAPITAL 12.2025","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022130","versionId":1022130,"submittedOn":"2026-03-19"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=982254","versionId":982254,"submittedOn":null}]},"custodians":[{"name":"Axos Clearing LLC","shortName":"Axos Clearing","location":"Omaha, NE","smaAssets":237994231}],"custodyNote":"Atlas Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jerry Jacobs","title":"President, Chief Compliance Officer","crd":"256432"}],"ownership":[{"label":"Jerry Jacobs","detail":"President, chief compliance officer in the 75% or more ownership band and a control person, since December 1993."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Indiana","offices":1,"addresses":[{"street":"11130 Coldwater Road, Suite 104","city":"FT Wayne","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"260-637-2857","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":34},{"label":"Securities issued by registered investment companies or business development companies","percent":63},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"19 March 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They include 3,171 individual clients and 90 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Atlas Capital Management offer?","answer":"Atlas Capital Management provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Atlas Capital Management charge?","answer":"Atlas Capital Management charges 1.00%–2.00% a year for its Asset management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"2A ATLAS CAPITAL 12.2025, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Atlas Capital Management use?","answer":"Atlas Capital Management’s separately managed account assets are held at Axos Clearing LLC (Omaha, NE), with $238M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Atlas Capital Management have?","answer":"Atlas Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Atlas Capital Management invest in?","answer":"At the end of its last fiscal year, Atlas Capital Management’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Atlas Capital Management?","answer":"Atlas Capital Management’s direct owner is Jerry Jacobs (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Atlas Capital Management get paid?","answer":"Atlas Capital Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Atlas Capital Management?","answer":"Atlas Capital Management’s main office is at 11130 Coldwater Road, Suite 104, FT Wayne, IN 46845-1270. Its phone number is 260-637-2857. Its website is atlascapitalmanagement.com.","source":"Form ADV Part 1A, Item 1.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}