# Atlas Capital Management

> 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.

- CRD: 110018
- Filed as: ATLAS CAPITAL MANAGEMENT
- Legal name: Atlas Capital Management Inc.
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Thousand Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: April 4, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110018
- AdvisorCensus page: https://advisorcensus.com/firm/atlas-capital-management-thousand-oaks-ca-110018

## Quick answers

**How is Atlas Capital Management compensated?**
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.

**Where is Atlas Capital Management located?**
Atlas Capital Management's principal office is in Thousand Oaks, CA, according to its Form ADV.

**Is Atlas Capital Management registered with the SEC or a state?**
Atlas Capital Management is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 110018.

**How much does Atlas Capital Management manage?**
Atlas Capital Management reports $11,383,104 in regulatory assets under management in its Form ADV filing dated April 4, 2022 (100% discretionary).

**What types of clients does Atlas Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (122).

**Does Atlas Capital Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $11,383,104
- Discretionary: $11,383,104
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 122 | $11,383,104 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(a): 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?
- 11.H(2): 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)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110018

### Websites listed on Form ADV (Item 1.I)
- [atlas-capital.com](https://atlas-capital.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlas Capital Management (CRD 110018): Form ADV filing data as of October 2026.