5100 Poplar Avenue,
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Atkins Capital Management is an independent firm free of corporate obligations and dedicated to providing intentional and personal service to help real people achieve their financial goals. We are a small team of 5 but don’t judge us based on our size. We have the resources and experience that can match any larger firm.
The journey of our firm began with our founder, Olin Atkins. Olin began his career in the securities industry in 1961, serving in many capacities ranging from wire operator and cashier to a registered representative. In 1970, the small firm where he worked was merged into Merrill Lynch, and Olin decided he would take a different direction. After interviewing with several firms, he was pleased to bring the Wall Street firm Dean Witter to Memphis. They opened the Dean Witter branch office in December of 1977, which later merged with Morgan Stanley for the next three and a half decades.
The industry evolved over the years, and Olin knew he had to change with it. He transformed his traditional stock and bond business into one that concentrated on advising clients and managing their assets.
This shift in focus, along with a growing client base, created the need for greater client service, so in the 1980s, Sherry Eno joined Olin and has been providing outstanding personal service to our clients ever since.
In the 1990s the complexity of financial markets and client strategies continued to evolve rapidly. By 1999, Olin had added Larry Karban and Ray Fracchia to his team. Larry had been with the firm since 1983 and Ray since 1993. The team, which added CFP® practitioner Will Moore in 2002, was known as the Atkins Group, a wealth advisor team within Morgan Stanley.
While the team had great respect for Morgan Stanley, they eventually agreed that their clients would be better served in an independent setting, and in 2006, they journeyed out on their own to form the independent advisory firm Atkins Capital Management, LLC.