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
Ft Wayne, IN 46845-1270
Credentials
Series 65
Industry experience
3 years
Reed Diller is a financial advisor at Atlas Capital Management Corp with a Series 65 designation and three years of industry experience. Prior to joining Atlas in 2022, he worked at Chase Bank and held roles in the nutrition and food machinery sectors. Atlas Capital Management Corp. provides discretionary portfolio management and consulting services 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 a variety of strategies, serving several thousand client accounts with a small advisory team.
$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
11130 Coldwater Road, Suite 104
Ft Wayne, IN 46845-1270
Indiana
Atlas Capital Management Corp.
2022 - Present (4 years)
Chase Bank
2021 - 2022 (1 year)
Evolve Nutrition
2020 - 2022 (2 years)
Miller Scales and Food Machines
2018 - 2020 (2 years)
Salsa Grille
2016 - 2018 (2 years)
Student/Unemployed
2012 - 2016 (4 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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