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Giancarlo Cappiello

Atcap Partners, LLC

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About Giancarlo Cappiello

Giancarlo Cappiello is a financial advisor with Atcap Partners, LLC. Giancarlo has been in the industry since 2024. Atcap Partners, LLC is a financial firm headquartered in Rockville, MD. Atcap Partners, LLC provides financial advice to individuals and businesses. The firm's services include financial planning, portfolio management, and market timing services.

Firm Information

Giancarlo Cappiello 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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Giancarlo Cappiello’s Registration & Firm History

MD

04/24/2024 - Present

Atcap Partners, LLC (ROCKVILLE MD)

NY

01/25/2024 - 04/25/2024

JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)

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Licenses & Designations

BOTH

Issued 03/16/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Giancarlo Cappiello.
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