Ategra Capital Management, LLC
Ategra Capital Management, LLC (CRD# 164245) is a financial advisory firm headquartered in Vienna, VA. They manage $45,050,392 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management45MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$45,050,392
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

VA
Nevin Kaul (CRD# 5008408) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has over 12 years of experience in the finance industry.
Jonathan Holtaway (CRD# 4626588) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has 1 year of experience in the finance industry.
Michael Duprey (CRD# 4311541) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has over 17 years of experience in the finance industry. Michael Duprey 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.