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Atcap Partners, LLC

Headquartered in ROCKVILLE, MD

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Firm Information

Atcap Partners, LLC is a Rockville, MD-based registered investment advisor with 23 registered representatives and 20 investment advisory professionals. The firm manages approximately $84.2 million in discretionary assets for 288 accounts. Atcap Partners, LLC provides financial planning, portfolio management for individuals and businesses, educational seminars, market timing services, and selection of other advisors. The firm primarily serves high net worth individuals and individuals other than high net worth individuals, managing $42.6 million and $41.7 million in assets for these client types, respectively. Atcap Partners, LLC participates in wrap fee programs.

Atcap Partners, LLC

1445 RESEARCH BOULEVARD

ROCKVILLE, MD 20850

$84.25M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Wrap fee based on percentage of assets under management

Branch Locations (14)

ATCAP PARTNERS, LLC has a total of 14 branch locations across the country.
location

Woodcliff Lake, NJ

location

Palm Beach Gardens, FL

location

Staten Island, NY

location

New York, NY

location

MARLTON, NJ

location

South Norwalk, CT

location

Marlton, NJ

location

New Yok, NY

location

Jupiter, FL

location

ROCKVILLE, MD

location

Riverview, FL

location

Ashburn, VA

location

Frisco, TX

location

Cedar Grove, NJ

Advisors at Atcap Partners, LLC

View All 22 Advisors
Unclaimed
Kevin Robert Smith

RA

New York, NY

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Carol Jacquelyn Zelenke

RA

Ashburn, VA

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Nicholas James Scaturro

RA

New York, NY

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Unclaimed
Michael John Cassella

RA

ROCKVILLE, MD

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Unclaimed
Daniel Wilson

RA

Riverview, FL

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Unclaimed
Donna Marie McGill

RA

Marlton, NJ

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Unclaimed
Ian Arthur Naismith

RA

Frisco, TX

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Unclaimed
Anthony G Logiudice

RA

ROCKVILLE, MD

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Disclosures

There are no public disclosures for Atcap Partners, LLC.

Frequently Asked Questions (6)

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