Atcap Partners, LLC

Atcap Partners, LLC (CRD# 158214) is a financial advisory firm headquartered in Rockville, MD. They manage $16,107,269 in 37 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $435,332
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, ME, NJ, NY, TX, VA

Financial Advisors at Atcap Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Donna M. McGill
CRD#: 5149681
Marlton, NJ

Donna McGill (CRD# 5149681) is an Investment Advisor Representative working at Atcap Partners, LLC in Marlton, NJ and has over 6 years of experience in the finance industry.

2
Ian A. Naismith
CRD#: 2230631
1445 Research Boulevard, #530, Rockville, MD 20850

Ian Naismith (CRD# 2230631) is an Investment Advisor Representative working at Atcap Partners, LLC in Rockville, MD and has over 23 years of experience in the finance industry.

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