DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Atlas Capital Management Corp
Latest filing Mar 19, 2026
First filing on the tape Mar 30, 2012 · 39 filings
SEC status approved since Aug 19, 1994
RAUM
$870M
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
100%
$870M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$174M
derived; firm RAUM over IAPD count
Employees
9
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$870M as of Mar 19, 2026
Mar 30, 2012$175M then
HNW client RAUM$139M as of Mar 19, 2026
Mar 23, 2018$10.2M then
State-registered IARs (5.B.3)3 as of Mar 19, 2026
Apr 1, 20130 then
Employees (5.A)9 as of Mar 19, 2026
Apr 1, 20136 then
Private funds: no history
RAUM +55% over the last fiscal year+47% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $174MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 652derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $209,942derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +55%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$731M84%
- High-net-worth individuals$139M16%
- Individual clients
- 3,171reported
- HNW clients
- 90reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4,143reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jerry Lee JacobsCertified Financial Planner | Fort Wayne, In | Jan 14, 1999 | 40 y | 1 |
| Todd Matthew Clark | Ft Wayne, In | Oct 14, 2015 | 23 y | 1 |
| Brenton Lee Fewox | Rio Rancho, Nm | Oct 11, 2019 | 29 y | 4 |
| Reed J. Diller | Ft Wayne, In | Oct 12, 2022 | 10 y | 0 |
| Antonio G Flores | Meridian, Id | Jun 16, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Howard Edward Rightsell to Sii Investments, Inc.Jul 2, 2003 · Other
- Keith Christian Layman to Questar Asset Management, Inc.Jul 2, 2003 · Other
- David Robert Kern to David R. Kern Asset ManagementJul 2, 2003 · Other
- Ali Farhoumand to Gunnallen Financial, IncJul 2, 2003 · Other
- Farid Farhoumand to Gunnallen Financial, IncJul 2, 2003 · Other
Joined, latest
- Brenton Lee Fewox from Horter Investment Management, LLCOct 11, 2019 · RIA to RIA
- Todd Matthew Clark from American Portfolios Advisors, IncOct 14, 2015 · Other
- Keith Christian Layman from Sii Investments, Inc.May 20, 2002 · Other
- Ali Farhoumand from Sii Investments, Inc.Mar 17, 1999 · Other
- David Robert Kern from David R. Kern Asset ManagementJan 14, 1999 · Other
- Farid Farhoumand from Sii Investments, Inc.Jan 14, 1999 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lee Jerry Jacobs · President, Chief Compliance Officercontrolsince 12/1993 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Ft Wayne, In · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- RAUM up clients flatCombination · filing Mar 19, 2026RAUM grew 50 percent or more while private clients stayed within 5 percent: existing clients grew, a few large clients arrived, or a reporting change. RAUM $562,632,463 to $869,789,917, advisors 3 to 3, private clients 3261 to 3261, offices 0 to 0 (2025-04-21 to 2026-03-19)peers: independent wealth managers, $500M to $1B (1,483)
- unusually high clients per advisorStatic outlier · filing Mar 19, 2026private clients per advisor of 652.2 against a peer median of 63.7 (1211 comparable advisers, 100.0th percentile, 15.8 robust deviations)peers: independent wealth managers, $500M to $1B (1,211) · 100% percentile
- RAUM up 50 %Change between filings · filing Mar 19, 2026RAUM (Item 5.F) moved from $562,632,463 to $869,789,917 (+55.0%) between the annual amendments of 2025-04-21 and 2026-03-19; the peer median change was +16.0% (1386 comparable advisers, 94.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,386) · 94% percentile
What changed
consecutive filings, newest first
- Accounts · 3,261 to 4,143Sep 17, 2025 to Mar 19, 2026
- Discretionary RAUM · $539M to $838MSep 17, 2025 to Mar 19, 2026
- HNW RAUM · $90.0M to $139MSep 17, 2025 to Mar 19, 2026
- Individual RAUM · $473M to $731MSep 17, 2025 to Mar 19, 2026
- Non-discretionary RAUM · $23.6M to $32.3MSep 17, 2025 to Mar 19, 2026
- RAUM · $563M to $870MSep 17, 2025 to Mar 19, 2026
- Financial planning clients · 0 to 0Jun 23, 2025 to Sep 17, 2025
- Accounts · 2,720 to 3,261Mar 27, 2024 to Apr 21, 2025
- HNW clients · 73 to 90Mar 27, 2024 to Apr 21, 2025
- Individual clients · 2,720 to 3,171Mar 27, 2024 to Apr 21, 2025
- Discretionary RAUM · $443M to $539MMar 27, 2024 to Apr 21, 2025
- HNW RAUM · $71.1M to $90.0MMar 27, 2024 to Apr 21, 2025
- Individual RAUM · $390M to $473MMar 27, 2024 to Apr 21, 2025
- Non-discretionary RAUM · $17.7M to $23.6MMar 27, 2024 to Apr 21, 2025
- RAUM · $461M to $563MMar 27, 2024 to Apr 21, 2025
- Accounts · 2,704 to 2,720Feb 26, 2024 to Mar 27, 2024
- HNW clients · 52 to 73Feb 26, 2024 to Mar 27, 2024
- Individual clients · 2,652 to 2,720Feb 26, 2024 to Mar 27, 2024
- Discretionary RAUM · $395M to $443MFeb 26, 2024 to Mar 27, 2024
- HNW RAUM · $61.1M to $71.1MFeb 26, 2024 to Mar 27, 2024
- Individual RAUM · $349M to $390MFeb 26, 2024 to Mar 27, 2024
- Non-discretionary RAUM · $15.2M to $17.7MFeb 26, 2024 to Mar 27, 2024
- RAUM · $411M to $461MFeb 26, 2024 to Mar 27, 2024
- Accounts · 2,504 to 2,704Aug 18, 2023 to Nov 17, 2023
- HNW clients · 46 to 52Aug 18, 2023 to Nov 17, 2023
- Individual clients · 2,504 to 2,652Aug 18, 2023 to Nov 17, 2023
- Discretionary RAUM · $259M to $395MAug 18, 2023 to Nov 17, 2023
- HNW RAUM · $53.1M to $61.1MAug 18, 2023 to Nov 17, 2023
- Individual RAUM · $219M to $349MAug 18, 2023 to Nov 17, 2023
- Non-discretionary RAUM · $13.7M to $15.2MAug 18, 2023 to Nov 17, 2023
- RAUM · $273M to $411MAug 18, 2023 to Nov 17, 2023
- Accounts · 2,663 to 2,504Nov 18, 2022 to Mar 30, 2023
- HNW clients · 48 to 46Nov 18, 2022 to Mar 30, 2023
- Individual clients · 2,615 to 2,504Nov 18, 2022 to Mar 30, 2023
- State-registered IARs · 2 to 3Nov 18, 2022 to Mar 30, 2023
- Discretionary RAUM · $276M to $259MNov 18, 2022 to Mar 30, 2023
- HNW RAUM · $56.8M to $53.1MNov 18, 2022 to Mar 30, 2023
- Individual RAUM · $234M to $219MNov 18, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $14.5M to $13.7MNov 18, 2022 to Mar 30, 2023
- RAUM · $291M to $273MNov 18, 2022 to Mar 30, 2023
Signals
2 dated events
- Atlas Capital Management Corp reported RAUM $869.8M, up 55% from $562.6M (2025-09-17 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- Atlas Capital Management Corp reported RAUM $410.5M, up 51% from $272.5M (2023-08-18 to 2023-11-17)Nov 17, 2023 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 260-637-9707reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-237-3714reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 260-637-2857reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- ATLASCAPITALMANAGEMENT.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 260-637-2857reportedpublic record, Form ADV, Mar 19, 2026
- Contact form
- atlascapitalmanagement.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- atlascapitalmanagement.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $174Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026