Antonio G Flores
Advisor at Atlas Capital Management Corp — Meridian, ID
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Meridian, ID 83642
Atlas Capital Management Corp
Team
Antonio Flores is a financial advisor with Atlas Capital Management Corp and holds a Series 65 designation. He has experience at Cedar Grove Financial Associates, where he is also the owner and provides business development and insurance sales services. His background includes roles at Cedar Grove Financial Associates dating back to 2015 and a brief tenure at Lyft in 2021. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs and strategy options. The firm manages thousands of client accounts with a focus on active, macro-oriented investment processes utilizing proprietary indicators and a range of named strategies.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
Legacy performance fee arrangements: Combination fixed fee (0.5% annually) plus 20% of returns above 10% annual target; or 1/3 of total return in excess of S&P 500 return during measurement period
Fee-only: Fixed annual consulting fees or negotiated percentage of assets for consulting agreements
Meridian, ID
1880 S Cobalt Point Way, Suite 210
Meridian ID 83642
Advisors at this office
1
Idaho
1 year of industry experience
Atlas Capital Management
2025 - Present • 1 year
Fort Wayne, IN
Cedar Grove Financial Associates
2023 - Present • 3 years
Caldwell, ID
Cedar Grove Financial Associates
2021 - 2023 • 2 years
Caldwell, ID
Lyft
2021 - 2021 • 1 year
Caldwell, ID
Cedar Grove Financial Associates
2015 - 2021 • 6 years
Caldwell, ID
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)