Mcap Investment Management, LLC

RIASEC Registered
Total AUM
$169K
Discretionary
$169K
100% of AUM
Avg account
$169K
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Woodstock, Georgia
CRD number
336859
Website
mcapim.com
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mcap Investment Management, LLC is an independent, owner-operated registered investment adviser that manages portfolios for individual and family clients. The firm operates on a percentage-of-assets fee model and provides financial planning along with portfolio management services for individuals, small businesses, and other business or institutional clients. Mcap does not position itself as an ESG investor, does not identify as a multi-state adviser, and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

1 of 1
  • Nimish Patel

    Chief Compliance OfficerCRD 2601892

Contacts

1 of 1
  • Alexander Duncan

    Co-founder and PresidentCRD 8093382

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Woodstock, GA

Cherokee

Location

Woodstock, GA

Headquartered in Woodstock, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Cherokee
Address
61 Linton St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth