SourcingSourcing

ATLAS CAPITAL MANAGEMENT CORP

B52
CRD 106107·SEC 801-47277·FT WAYNE, IN
AUM
$869.8M
$500M-$1B
Est. Revenue
$8.7M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATLAS CAPITAL MANAGEMENT CORP
CRD
106107
SEC file #
801-47277
EIN
—
DBA names
—

Economics

AUM
$869.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$120.3M → $869.8M▲ +623%
Client mix
Individuals Other3,171
Individuals High Net Worth90

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
FT WAYNE IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
atlascapitalmanagement.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACOBS, JERRY, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JACOBS, JERRY, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ATLASCAPITALMANAGEMENT.COM
Rdap Domain Creation Date
2004-09-24T22:32:49Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Axos Advisor Services2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-24T22:32:49Z
Rdap Domain Last Changed
2022-09-19T12:53:53Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
256432
Trust Company Affiliate
No

People (5)

5
JACOBS, JERRY, LEE
IAR · Direct Owner · 87.5%
256432
Reed J. Diller
IAR
7628748
Antonio G Flores
IAR
8118253
TODD MATTHEW CLARK
IAR
3168322
BRENTON LEE FEWOX
IAR
2825608