Advisor at Atlas Capital Management Corp
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Firm
Atlas Capital Management Corp
Location
Meridian, ID 83642
Credentials
Series 65
Industry experience
< 1 year
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
1880 S Cobalt Point Way, Suite 210
Meridian, ID 83642
Idaho
Atlas Capital Management
2025 - Present (1 year)
Cedar Grove Financial Associates
2023 - Present (3 years)
Cedar Grove Financial Associates
2021 - 2023 (2 years)
Lyft
2021 - 2021 (1 year)
Cedar Grove Financial Associates
2015 - 2021 (6 years)
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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.
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