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Brenton L. Fewox

ATLAS CAPITAL MANAGEMENT CORP
Rio Rancho, NM 87144
Some features on this profile are disabled
CRD#: 2825608
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Professional summary


Brenton Lee Fewox, who also goes by Brent Fewox, is a registered financial advisor currently at ATLAS CAPITAL MANAGEMENT CORP located in Rio Rancho, New Mexico.

Brenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brenton has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Brent Fewox

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Anthem Financial Services, Inc. Investment related 3634 Rio Rancho Blvd. NE #201 Rio Rancho, NM 87144 Insurance Sales. Mostly Life and annuity CEO 09/2009 160 toward the business 120 during exchange hours Sales of insurance products as well as IAR sales. Manage and train new agents as needed. 2. The Church of Jesus Christ of Latter Day Saints Non-Investment Reltated 1100 Montano Blvd NW Albuquerque, NM 87107 Counseling, welfare care and general accountability of members 40 hours a month 0 hours during security exchange Bishop

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brenton Lee Fewox's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 11, 2019 - Present

ATLAS CAPITAL MANAGEMENT CORP

Office #1: 3634 Rio Rancho Blvd Ne, Rio Rancho, NM 87144
RIA
CRD#: 106107
Rio Rancho, NM
Past

September 29, 2014 - October 11, 2019

HORTER INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 119880
RIO RANCHO, NM
Past

June 3, 2009 - September 17, 2014

MONTICELLO INVESTMENT SERVICES, INC.

RIA
CRD#: 140851
RIO RANCHO, NM
Past

October 3, 2007 - February 20, 2008

INSPHERE SECURITIES, INC.

RIA
CRD#: 136433
RIO RANCHO, NM
Past

August 14, 2007 - October 3, 2007

ALLEGIS ADVISORS, INC.

RIA
CRD#: 131242
SALT LAKE CITY, UT
Past

July 24, 2002 - June 27, 2003

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

July 13, 2001 - July 2, 2002

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

July 2, 1999 - July 11, 2001

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

March 21, 1997 - July 12, 1999

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ATLAS CAPITAL MANAGEMENT CORP
ATLAS CAPITAL MANAGEMENT CORP

CRD#: 106107 / SEC#: 801-47277

RIA
Registered Investment Advisory firm - (8/19/1994 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Mexico
(10/15/2019)
IAR
Texas
(10/11/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/16/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


AC
ATLAS CAPITAL MANAGEMENT CORP
ATLAS CAPITAL MANAGEMENT CORP

CRD#: 106107 / SEC#: 801-47277

RIA
Registered Investment Advisory firm - (8/19/1994 Approved)
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Contact information


Main Address
11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270
Mailing Address
Phone number
(260) 637-2857
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (31 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE ATLAS 5.20.25 (9/17/2025)

Regulatory assets under management


Total Number of Accounts3,261
AUM (Assets Under Management)$ 562,632,463

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ATLAS CAPITAL MANAGEMENT CORP

CRD#: 106107Rio Rancho, NM 87144

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