Second Phase Capital LLC

Second Phase Capital LLC (CRD# 171176) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,500,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $416,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

GA

Financial Advisors at Second Phase Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy K. McGukin
CRD#: 5163289
3423 Piedmont Road Ne, Suite 256, Atlanta, GA 30305
93
Wealthminder
score

Timothy McGukin (CRD# 5163289) is an Investment Advisor Representative working at Second Phase Capital LLC in Atlanta, GA and has over 9 years of experience in the finance industry.

2
Daniel A. Robinson
CRD#: 5721667
3423 Piedmont Road Ne, Suite 256, Atlanta, GA 30305
88
Wealthminder
score

Daniel Robinson (CRD# 5721667) is an Investment Advisor Representative working at Second Phase Capital LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

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