Brennen
Gerhart
Atcap Partners, LLC
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About this Advisor
Brennen Gerhart is a certified financial planner based in Cedar Grove, New Jersey, who has 1 year of relevant experience. Gerhart is an employee of Atcap Partners, LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Ceros Financial Services, LLC and Atcap Partners, LLC. Gerhart holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in New Jersey. Atcap Partners, LLC is a firm based in Rockville, MD. It has offices in four locations and a total of 23 employees. It administers $76 million in assets under management among its 307 client accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 307 client accounts, just 11% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm has a number of services, including 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. Financial management fee schedules depend on which services the firm provides the client. Fees charged by Atcap Partners, LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atcap Partners, LLC Brokerage Details
$75,590,000
23
307
$246,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Brennen Gerhart Work History
Brennen has been registered as a financial advisor for 1 years.*
Ceros Financial Services, LLC
Atcap Partners, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brennen Gerhart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atcap Partners, LLC
Cedar Grove, NJ
New York, NY
Rockville, MD
Frisco, TX
Jupiter, FL
Ashburn, VA
Norwalk, CT
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
