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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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RD

Reed J. Diller

ATLAS CAPITAL MANAGEMENT
Ft Wayne, IN 46845-1270
Some features on this profile are disabled
CRD#: 7628748
RD

Professional summary

Reed J. Diller is a registered financial advisor currently at ATLAS CAPITAL MANAGEMENT CORP located in Ft Wayne, Indiana.

Reed is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Reed has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reed J. Diller'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 12, 2022 - Present

ATLAS CAPITAL MANAGEMENT CORP

Office #1: 11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270
RIA
CRD#: 106107
Ft Wayne, IN

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
Indiana
(10/12/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/27/2022
Uniform Investment Adviser Law Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)
2B BROCHURE FLORES 6.25V1 (6/18/2025)

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#: 106107Ft Wayne, IN 46845-1270

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