MGC Capital

RIASEC Registered
Total AUM
$6.9M
Discretionary
$6.9M
100% of AUM
Avg account
$329K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
323638
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI71.06%
  • Individuals28.94%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

MGC Capital is a small, privately held advisory firm that concentrates on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and can also structure performance-based fees, which suggests an active, outcomes-focused approach to client accounts. Filings indicate the adviser is not a multi-state provider and does not position itself as a pension consultant or capital allocator; the client base is primarily individual and family relationships. The firm does not list ESG as an active investment focus. Holdings and account-level data show a boutique scale and concentrated client roster, consistent with a practice that manages tailored portfolios rather than a mass-market, model-driven platform. The manager’s most-used asset category is labeled “Other,” which points to holdings outside standard equity and fixed-income ETF buckets or to aggregated custom-managed account assets.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Other 83%, Cash & Cash Equivalents 17%83%
  • Other83%
  • Cash & Cash Equivalents17%

Owners & executives

1 of 1
  • Andrew Chong

    Managing Member And Chief Compliance OfficerCRD 7646983

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth