Ategra Capital Management, LLC

Ategra Capital Management, LLC (CRD# 164245) is a financial advisory firm headquartered in Vienna, VA. They manage $334,243,534 in 176 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
8229 Boone Blvd Suite 300, Vienna, VA 22182
http://www.ategracapital.com
By the Numbers
  • Total Assets Under Management
    334
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $1,899,111
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NC, NJ, SC, VA

Financial Advisors at Ategra Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael Duprey, financial advisor Vienna VA
Michael P. Duprey
CRD#: 4311541
8229 Boone Blvd Suite 300, Vienna, VA 22182

Michael Duprey (CRD# 4311541) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has over 23 years of experience in the finance industry.

2
Jonathan Holtaway, financial advisor Vienna VA
Jonathan D. Holtaway
CRD#: 4626588
8229 Boone Blvd, Suite 305, Vienna, VA 22182

Jonathan Holtaway (CRD# 4626588) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has over 6 years of experience in the finance industry.

3
Kristyna Nepivodova, financial advisor Vienna VA
Kristyna Nepivodova
CRD#: 7039012
8229 Boone Blvd, Suite 305, Vienna, VA 22182

Kristyna Nepivodova (CRD# 7039012) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has over 5 years of experience in the finance industry.

4
Jacques Rebibo, financial advisor Vienna VA
Jacques [. Rebibo
CRD#: 1754534
8229 Boone Blvd, Suite 305, Vienna, VA 22182

Jacques Rebibo (CRD# 1754534) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has over 36 years of experience in the finance industry.

5
Dolan Fitzgerald, financial advisor Vienna VA
Dolan Fitzgerald
CRD#: 6820852
8229 Boone Blvd, Suite 305, Vienna, VA 22182

Dolan Fitzgerald (CRD# 6820852) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has over 6 years of experience in the finance industry.

6
Sarah Hearton, financial advisor Vienna VA
Sarah Hearton
CRD#: 7536677
8229 Boone Blvd Suite 300, Vienna, VA 22182

Sarah Hearton (CRD# 7536677) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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