Atcap Partners, LLC

Atcap Partners, LLC (CRD# 158214) is a financial advisory firm headquartered in Rockville, MD. They manage $33,164,117 in 135 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $245,660
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NJ, NY, PR, TX

Financial Advisors at Atcap Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert M. Fox
CRD#: 4420688
1445 Research Boulevard, #530, Rockville, MD 20850
93
Wealthminder
score

Robert Fox (CRD# 4420688) is an Investment Advisor Representative working at Atcap Partners, LLC in Rockville, MD and has over 16 years of experience in the finance industry.

2
Angela L. Holland
CRD#: 3166586
1445 Research Boulevard, #530, Rockville, MD 20850
93
Wealthminder
score

Angela Holland (CRD# 3166586) is an Investment Advisor Representative working at Atcap Partners, LLC in Rockville, MD and has over 10 years of experience in the finance industry.

3
Ian A. Naismith
CRD#: 2230631
1445 Research Boulevard, #530, Rockville, MD 20850
93
Wealthminder
score

Ian Naismith (CRD# 2230631) is an Investment Advisor Representative working at Atcap Partners, LLC in Rockville, MD and has over 19 years of experience in the finance industry.

4
Donna M. McGill
CRD#: 5149681
Marlton, NJ
89
Wealthminder
score

Donna McGill (CRD# 5149681) is an Investment Advisor Representative working at Atcap Partners, LLC in Marlton, NJ and has over 2 years of experience in the finance industry.

5
Lewis S. Arno
CRD#: 7475
1445 Research Boulevard, #530, Rockville, MD 20850
83
Wealthminder
score

Lewis Arno (CRD# 7475) is an Investment Advisor Representative working at Atcap Partners, LLC in Rockville, MD and has over 34 years of experience in the finance industry.

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