Donna
Mcgill
Atcap Partners, LLC
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About this Advisor
Donna Mcgill is a financial advisor based in Marlton, New Jersey who has 6 years of relevant experience. Mcgill works at Atcap Partners, LLC. During their career, Mcgill has held roles at Financial Planning Analysts, Inc, The Investment Center Inc, Critial Math Advisors, LLC, Jackson Hewitt Tax Service Inc, Daniel L Wolfe Associates, Forker And Associates Tax Solvers, LLC, Ceros Financial Services, Inc and Atcap Partners, LLC. Mcgill has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Atcap Partners, LLC is a financial advisory business headquartered in Rockville, MD. The company has offices in four locations and a total of 23 employees. It controls $76 million in assets under management between its 307 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 307 client accounts, just 11% are held by high-net-worth individuals who have more than $1 million in investable assets. Atcap Partners, LLC has a diverse range of services, such as 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. Fees for financial advice depend on which services the firm provides the client. However, fees charged by Atcap Partners, LLC most likely 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
Donna Mcgill Work History
Donna has been registered as a financial advisor for 6 years.*
Atcap Partners, LLC
Forker And Associates Tax Solvers, LLC
Ceros Financial Services, Inc
Jackson Hewitt Tax Service Inc
Daniel L Wolfe Associates
The Investment Center Inc
Critial Math Advisors, LLC
Financial Planning Analysts, Inc
*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 Donna Mcgill 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
Frisco, TX
Rockville, MD
Jupiter, FL
Norwalk, CT
New York, NY
Ashburn, VA
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.
