Atcap Partners, LLC
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Overview
Atcap Partners, LLC operates as an advisory company headquartered in Rockville, Maryland. The firm oversees $75.6 million in total assets throughout 307 customer accounts. The firm has a small group, including 20 financial advisors. Atcap Partners, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and equities.
Atcap Partners, LLC administers the majority of its client assets in a discretionary manner. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without needing to seek client approval. The firm also oversees 121 non-discretionary accounts totaling $30.8 million in AUM. The company supervises roughly $246,221 for each client account. The typical financial advisor at Atcap Partners, LLC administers about 15 client accounts, making it one of the more individualized financial advisor firms in the country.
The firm's central office is at 1445 Research Boulevard, Rockville, Maryland 20850. Atcap Partners, LLC is legally registered to serve customers throughout 17 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Atcap Partners, LLC by the Numbers
$75.6 million
23
307
$246.2 thousand
Products and Services
Atcap Partners, LLC provides multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, market timing services and educational seminars. Notably, the firm did not provide financial planning services to any of its customers in the last fiscal year. Atcap Partners, LLC is not engaged in selling products or offering services other than investment advice to its investment advisory clients. Atcap Partners, LLC is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer and commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Offered by 0% of firms
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually depend on which service is offered. However, fees billed by the firm likely include some combination of the following fee structures: asset-based, hourly, fixed or other. Atcap Partners, LLC does participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
It works with retail investors, high net worth investors and corporations. Out of its 307 customers, Atcap Partners, LLC's largest client by number of accounts is retail investors, although it also serves 27 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 10.93%
- Other Individuals - 87.85%
- Corporations - 1.21%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Atcap Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Atcap Partners, LLC
New York, NY
Cedar Grove, NJ
Frisco, TX
Rockville, MD
Jupiter, FL
Ashburn, VA
New York, NY
Norwalk, CT
New York, NY
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