Advisor at Atlas Capital Management Corp
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.
Firm
Atlas Capital Management Corp
Location
Rio Rancho, NM 87144
Credentials
Series 63, Series 65
Industry experience
17 years
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.
$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
3634 Rio Rancho Blvd Ne, Suite 201
Rio Rancho, NM 87144
New Mexico · Texas
Atlas Capital Management Corp
2019 - Present (7 years)
The Church of Jesus Christ of Latter Day Saints
2018 - Present (8 years)
Horter Investment Management
2014 - 2019 (5 years)
Anthem Financial Services, Inc
2009 - Present (17 years)
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