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Kevin Robert Smith

Atcap Partners, LLC

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About Kevin Robert Smith

Kevin Robert Smith is a financial professional with over 12 years of experience in the financial services industry. He is currently registered with Atcap Partners, LLC, a firm that provides financial planning, portfolio management, and investment advisory services. Prior to joining Atcap Partners, Kevin has also held positions at National Securities Corporation, AEGIS Capital Corp., and GunnAllen Financial, Inc. Kevin is a licensed and registered representative in multiple states, including Maryland, New Jersey, and New York.

Firm Information

Kevin Smith 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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Kevin Smith’s Registration & Firm History

NY

07/22/2022 - Present

Atcap Partners, LLC (New York NY)

NY

03/09/2018 - 07/22/2022

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

NY

09/23/2011 - 03/06/2018

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

09/18/2007 - 02/20/2009

GUNNALLEN FINANCIAL, INC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kevin Robert Smith.
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