Atlas Capital Advisors Employee Directory

Investment ManagementWyoming, United States11-50 Employees

Atlas Capital Advisors is an investment management firm located in Jackson, Wyoming, founded in 2003. The company seeks to enhance client wealth while controlling risk by delivering portfolios that are transparent, tax-efficient, and diversified, with an emphasis on minimizing transaction costs. It emphasizes fiduciary duty, avoids certain soft-dollar or brokerage arrangements, and provides online access to holdings to support clear, understandable investing.

The firm serves clients who value liquidity and straightforward access to their funds, without lock-ups or illiquid investments. It highlights a longstanding performance record and can furnish GIPS-compliant performance reports upon request to verify results. With a relatively small professional team, Atlas Capital Advisors operates within the investment management industry focusing on minimizing intermediaries and fees while maintaining clarity for investors.

Find Atlas Capital Advisors employees' phone numbers or email addresses

Atlas Capital Advisors Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Asia
3

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  • India
    2
  • Thailand
    1

Atlas Capital Advisors's Leadership

  • Stylized image of a person
    S. B.
    Ceo Chief Information Officer
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  • Stylized image of a person
    M. G.
    Cfo
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  • Stylized image of a person
    M. B.
    Partner
    Phone icon
  • Stylized image of a person
    M. B.
    Financial Planner And President At Atlas Capital Advisors
    Phone icon
  • Stylized image of a person
    S. P.
    Managing Director
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  • Stylized image of a person
    T. P.
    Managing Director
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  • Stylized image of a person
    C. E.
    Manager
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  • Stylized image of a person
    J. T.
    Managing Member
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Atlas Capital Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Engineering
  • Administrative
  • Analytics
  • Other
  • Business

Contact profiles from Atlas Capital Advisors

Name
Title
Contact Info
Location
Last Update
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    M. B.
    Partner
    Phone icon
    United StatesOregon
    May 28, 2026
  • Stylized image of a person
    M. B.
    Financial Planner And President At Atlas Capital Advisors
    Phone icon
    United StatesNorth Carolina
    Jun 25, 2026
  • Stylized image of a person
    M. G.
    Cfo
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    S. B.
    Ceo Chief Information Officer
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    S. P.
    Managing Director
    Phone icon
    Bay
    Feb 19, 2026
  • Stylized image of a person
    T. P.
    Managing Director
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. E.
    Manager
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    J. T.
    Managing Member
    Phone icon
    UNITED STATES
    Jun 08, 2026

Frequently Asked Questions

What is Atlas Capital Advisors known for?

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Atlas Capital Advisors was founded in 2003 operates in the Investment Management industry. The company's main headquarters is located in 970 West Broadway Avenue Suite e #252 Jackson, Wyoming 83001 United States; you can contact the main corporate office by phone at . Explore Atlas Capital Advisors's company overview page for more information.

What is Atlas Capital Advisors's most common email format?

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Atlas Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Atlas Capital Advisors email formats with LeadIQ.

How many employees does Atlas Capital Advisors have currently?

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Atlas Capital Advisors has approximately 20 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Atlas Capital Advisors's key employees and leadership?

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As of June 2026, Atlas Capital Advisors's key employees include:

  • Ceo Chief Information Officer: S. B.
  • Cfo: M. G.
  • Partner: M. B.
  • Financial Planner And President At Atlas Capital Advisors: M. B.
  • Managing Director: S. P.

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