Atcapital Management

Atcapital Management (CRD# 140215) is a financial advisory firm headquartered in Dubuque, IA. They manage $489,609,850 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    490
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $6,197,593
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

IA

Financial Advisors at Atcapital Management
Showing 1 - 6 of 6 top financial advisors.
1
John F. McClain
CRD#: 1577481
895 Main Street, Dubuque, IA 52001
93
Wealthminder
score

John McClain (CRD# 1577481) is an Investment Advisor Representative working at Atcapital Management in Dubuque, IA and has over 31 years of experience in the finance industry.

2
Scott J. Steffen
CRD#: 4505539
895 Main Street, Dubuque, IA 52001
93
Wealthminder
score

Scott Steffen (CRD# 4505539) is an Investment Advisor Representative working at Atcapital Management in Dubuque, IA and has over 15 years of experience in the finance industry.

3
Christine M. Murphy
CRD#: 5925248
895 Main Street, Dubuque, IA 52001
90
Wealthminder
score

Christine Murphy (CRD# 5925248) is an Investment Advisor Representative working at Atcapital Management in Dubuque, IA and has over 6 years of experience in the finance industry.

4
William D. Neal
CRD#: 5925526
895 Main Street, Dubuque, IA 52001
90
Wealthminder
score

William Neal (CRD# 5925526) is an Investment Advisor Representative working at Atcapital Management in Dubuque, IA and has over 6 years of experience in the finance industry.

5
Mark A. Stevens
CRD#: 5123164
895 Main Street, Dubuque, IA 52001
90
Wealthminder
score

Mark Stevens (CRD# 5123164) is an Investment Advisor Representative working at Atcapital Management in Dubuque, IA and has 1 year of experience in the finance industry. Mark Stevens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Nicholas M. Czeshinski
CRD#: 6417071
895 Main Street, Dubuque, IA 52001
88
Wealthminder
score

Nicholas Czeshinski (CRD# 6417071) is an Investment Advisor Representative working at Atcapital Management in Dubuque, IA and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.