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Ian Arthur Naismith

Atcap Partners, LLC

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About Ian Arthur Naismith

Ian Naismith is a financial advisor currently registered with Atcap Partners, LLC in Frisco, Texas. Ian has over 20 years of experience in the financial services industry. Ian holds a Series 7, Series 24 and Series 65 licenses. Previously, Ian was associated with First Security Financial Advisors, Inc., Sunamerica Securities, Inc., American Express Financial Advisors, Inc. and IDS Life Insurance Company. Ian currently provides financial planning services to individuals and corporations, offers educational seminars and helps select other advisors as needed. Ian is also a partner in RTR, LLC, a real estate and office building company.

Firm Information

Ian Naismith 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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Ian Naismith’s Registration & Firm History

TX

09/22/2016 - Present

Atcap Partners, LLC (Frisco TX)

TX

07/19/1999 - 10/23/2000

FIRST SECURITY FINANCIAL ADVISORS, INC. (DALLAS TX)

AZ

11/14/1996 - 07/26/1999

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MN

04/23/1992 - 11/15/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/23/1992 - 11/15/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/1996

Series 24 - General Securities Principal Examination

BC

Issued 04/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Arthur Naismith.
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