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 an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm works primarily with individual and family clients and provides portfolio management services targeted at individuals and small businesses. Its fee model combines a percentage-of-assets-under-management structure with the ability to charge performance-based fees. According to available filings, MGC Capital does not identify as an ESG-focused manager, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

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

FINTRX

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