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Antonio F

Series 65

Meridian, ID

Atlas Capital Management Corp

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.

Active portfolio management Tax-loss harvesting
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Brenton F

Series 63, Series 65

Rio Rancho, NM

Atlas Capital Management Corp

Brenton Fewox is a financial advisor at Atlas Capital Management Corp with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas since 2019. Outside of his advisory role, he serves as a bishop at The Church of Jesus Christ of Latter Day Saints, providing counseling and welfare care to members. 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. The firm manages thousands of client accounts using an active, macro-oriented investment process driven by proprietary indicators and a suite of specialized strategies.

Active portfolio management Tax-loss harvesting
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Reed D

Series 65

Ft Wayne, IN

Atlas Capital Management Corp

Reed Diller is a financial advisor at Atlas Capital Management Corp with a Series 65 designation and three years of industry experience. He has worked at Atlas Capital since 2022, with prior roles at Chase Bank, Evolve Nutrition, Miller Scales and Food Machines, and Salsa Grille. Atlas Capital Management provides discretionary investment management and selected non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs a model-driven, actively managed approach using proprietary trade signals and daily pricing data, serving a large retail client base with approximately $870 million in assets under management.

Active portfolio management Tax-loss harvesting
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Jerry J

CFP®, Series 63, Series 65

Fort Wayne, IN

Atlas Capital Management Corp

Jerry Jacobs is a CFP® professional with 27 years of industry experience. He has worked at Cantella & CO., Inc. since 2003 and has been associated with Atlas Capital Management Corp since 1994. Jacobs holds Series 63 and Series 65 licenses and is based in Fort Wayne, IN. Atlas Capital Management Corp. provides discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs. The firm employs an active, macro-oriented investment process using proprietary indicators and various named strategies, managing over 3,200 discretionary accounts with a small advisory team.

Active portfolio management Tax-loss harvesting
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Todd C

Series 63, Series 65

Ft Wayne, IN

Atlas Capital Management Corp

Todd Clark is a financial advisor at Atlas Capital Management Corp with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas since 2015. Outside of his advisory role, he provides tax preparation services through his own accounting business. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs an active, macro-oriented investment process using proprietary indicators and a variety of strategies, managing over 3,200 discretionary client accounts through a small advisory team.

Active portfolio management Tax-loss harvesting
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