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).

Current Firm Details
8229 Boone Blvd Suite 305, Vienna, VA 22182
http://www.ategracapital.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $45,050,392
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

VA

Financial Advisors at Ategra Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nevin Kaul, financial advisor Vienna VA
Nevin Kaul
CRD#: 5008408
8229 Boone Blvd, Suite 305, Vienna, VA 22182
93
Wealthminder
score

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.

2
Jonathan Holtaway, financial advisor Vienna VA
Jonathan D. Holtaway
CRD#: 4626588
8229 Boone Blvd, Suite 305, Vienna, VA 22182
87
Wealthminder
score

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.

3
Michael Duprey, financial advisor Vienna VA
Michael P. Duprey
CRD#: 4311541
8229 Boone Blvd Suite 305, Vienna, VA 22182
29
Wealthminder
score

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.

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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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