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Current Employers
Atlas Capital Management Corp

11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-06-16
  • ID RA
    APPROVED
    Since 2025-06-16

Branch Locations

1880 S Cobalt Point Way Suite 210, Meridian, ID 83642 • United States

11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atlas Capital Management Fort Wayne IN 06/2025 Present
Cedar Grove Financial Associates Caldwell ID 08/2023 Present
Cedar Grove Financial Associates Caldwell ID 05/2015 01/2021
Lyft Caldwell ID 01/2021 07/2021
Cedar Grove Financial Associates Caldwell ID 08/2021 07/2023
  • 06/2025 → Present
    Atlas Capital Management
    Fort Wayne, IN
  • 08/2023 → Present
    Cedar Grove Financial Associates
    Caldwell, ID
  • 05/2015 → 01/2021
    Cedar Grove Financial Associates
    Caldwell, ID
  • 01/2021 → 07/2021
    Lyft
    Caldwell, ID
  • 08/2021 → 07/2023
    Cedar Grove Financial Associates
    Caldwell, ID
Other Businesses

Tony Flores is the owner of Cedar Grove Financial Associates. In this role Mr. Flores provides business development and insurance sales to individuals and businesses. He spends approximately 40 hours a week during market and non-market hours in this endeavor. As a licensed independent insurance agent he may make recommendations on insurance products and may also, as an independent insurance agent, sell those recommended insurance products to Investment Management clients. He is appointed with various insurance companies and may recommend insurance products to you directly. The sale of insurance products pays him commissions that are separate from the investment management fees outlined in Item 5 of the firm's ADV Part 2A. This creates a financial incentive for him to recommend insurance products. However, Tony Flores attempts to mitigate any conflicts of interest to the best of his ability by placing your interests ahead of his own and through the implementation of policies and procedures that address the conflict. Additionally, you are informed that you always have the right to choose whether to act on the recommendation and the right to purchase recommended insurance through any licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-25
  • S65 Uniform Investment Adviser Law Examination
    2025-02-25
Other Names
  • Tony Flores

View on SEC IAPD

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