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Brenton Fewox

Atlas Capital Management CORP
17 Years of Experience
Rio Rancho, NM
1 DisclosureSells Insurance
View SEC Summary
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Brenton Fewox is a registered investment advisor at Atlas Capital Management CORP, based in Rio Rancho, NM, with 17 years of industry experience. Brenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 3,261 clients with $870M in assets under management.

Atlas Capital Management CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
3,261 clients
Average Client Portfolio
$267K average
Assets Under Management
$869.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.00%

Fees are negotiable at the sole discretion of the firm's president. Accounts in the same household may be aggregated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3634 Rio Rancho Blvd NE, Suite 201, Rio Rancho, NM, 87144

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2008
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brenton is the CEO of Anthem Financial Services, Inc. where he sells insurance products (mostly life and annuity) and provides investment advisory services, dedicating full-time hours to the business. Brenton also serves as a Bishop for The Church of Jesus Christ of Latter Day Saints, spending about a quarter of his time counseling and providing welfare care.

Employment History
Current Registrations
Atlas Capital Management CORP
October 2019 - Present · 7 yrs
Previous Registrations
Horter Investment Management, LLC
September 2014 - October 2019 · 5 yrs 1 mo
Monticello Investment Services, INC.
June 2009 - September 2014 · 5 yrs 3 mos
Beneficial Investment Services, INC.
October 2007 - February 2008 · 4 mos
Allegis Advisors, INC.
August 2007 - October 2007 · 2 mos
State Registrations2 states
NMTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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