{
  "crd_number": 110018,
  "slug": "atlas-capital-management-thousand-oaks-ca-110018",
  "primary_business_name": "ATLAS CAPITAL MANAGEMENT",
  "legal_name": "ATLAS CAPITAL MANAGEMENT INC.",
  "dbas": [],
  "city": "Thousand Oaks",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "37100",
  "metro": {
    "cbsa_code": "37100",
    "common_name": "Oxnard",
    "msa_name": "Oxnard-Thousand Oaks-Ventura, CA",
    "path": "/advisors/ca/oxnard"
  },
  "registration_type": "state",
  "registration_status": "TERMREQUEST",
  "registration_date": null,
  "years_registered": null,
  "period": "2026-10-01",
  "filing_date": "2022-04-04",
  "carried_forward": false,
  "raum_total": 11383104.0,
  "raum_discretionary": 11383104.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11383104.0,
      "count": 122
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [],
  "websites": [
    "https://atlas-capital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110018",
  "disclosure_items": [
    {
      "item": "11.H(1)(a)",
      "question": "In the past ten years, has a domestic or foreign court issued an injunction against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "THOUSAND OAKS",
  "url": "https://advisorcensus.com/firm/atlas-capital-management-thousand-oaks-ca-110018",
  "display_name": "Atlas Capital Management",
  "summary": "Atlas Capital Management is a state-registered investment advisory firm in Thousand Oaks, CA, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 4, 2022.",
  "citation": "AdvisorCensus. Atlas Capital Management (CRD 110018): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Atlas Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Atlas Capital Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Atlas Capital Management located?",
      "a": "Atlas Capital Management's principal office is in Thousand Oaks, CA, according to its Form ADV."
    },
    {
      "q": "Is Atlas Capital Management registered with the SEC or a state?",
      "a": "Atlas Capital Management is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 110018."
    },
    {
      "q": "How much does Atlas Capital Management manage?",
      "a": "Atlas Capital Management reports $11,383,104 in regulatory assets under management in its Form ADV filing dated April 4, 2022 (100% discretionary)."
    },
    {
      "q": "What types of clients does Atlas Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (122)."
    },
    {
      "q": "Does Atlas Capital Management report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.H(1)(a) (court injunction in the past ten years) and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110018"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/atlas-capital-management-thousand-oaks-ca-110018.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 122,
      "fewer_than_5": false,
      "raum": 11383104.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110018",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}