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Carter David Mansbach

Atcap Partners, LLC

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About Carter David Mansbach

Carter David Mansbach is an Investment Advisor Representative associated with Atcap Partners, LLC. Carter has been in the securities industry since 1993 and has held previous positions at National Securities Corporation, Investcorp, Inc., The Concord Equity Group, LLC, International Assets Advisory, LLC, Wachovia Securities Financial Network, Inc., Carnegie Investor Services Inc., Meyers Pollock Robbins, Inc., VTR Capital, Inc., M.S. Farrell & Company, Inc., FSG Securities, Inc., Westfield Financial Corporation and Beacon Securities, Inc. Carter is licensed to provide investment advisory services in Florida.

Firm Information

Carter Mansbach is currently registered with Atcap Partners, LLC. 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

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Carter Mansbach’s Registration & Firm History

FL

11/08/2022 - Present

Atcap Partners, LLC (Jupiter FL)

FL

02/10/2017 - 07/21/2022

NATIONAL SECURITIES CORPORATION (JUPITER FL)

FL

11/16/2011 - 03/09/2017

INVESTACORP, INC. (JUPITER FL)

FL

10/23/2006 - 11/16/2011

NATIONAL SECURITIES CORPORATION (JUNO BEACH FL)

NJ

01/24/2003 - 11/03/2006

THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)

FL

10/16/2002 - 02/21/2003

INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)

MO

05/09/2001 - 10/21/2002

WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)

NJ

07/21/1999 - 06/05/2001

THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)

NY

12/10/1997 - 07/28/1999

CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)

NY

01/06/1997 - 12/18/1997

MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)

NY

04/25/1996 - 01/03/1997

VTR CAPITAL, INC. (NEW YORK NY)

NY

10/21/1994 - 05/16/1996

M.S. FARRELL & COMPANY, INC. (SYOSSET NY)

NY

07/14/1994 - 10/28/1994

FSG SECURITIES, INC. (NEW YORK NY)

NY

04/14/1994 - 07/01/1994

WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)

NY

07/02/1993 - 01/01/1994

BEACON SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/13/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/01/1993

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 3 public disclosures for Carter David Mansbach. Review regulatory record here.
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