MIDATLANTIC CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- NORTH CHESTERFIELD, Virginia
- CRD number
- 116524
- Registered since
- November 18, 2005
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, U.S. BANCORP INVESTMENTS, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans42.69%
- HNWI41.45%
- Charitable Organizations10.48%
- Individuals4.22%
- Corporations / Businesses1.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Midatlantic Capital Management, Inc. is a privately owned corporate RIA that provides portfolio management and pension-consulting services to individuals, families, small businesses and institutional clients. The firm charges both percentage-of-AUM and fixed fees. Its advisory mandate covers discretionary and non-discretionary portfolio management for retail and institutional accounts, and it lists pension consulting among its services. Midatlantic is SEC-registered (since 2005) and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents10%
- Exchange Traded Equities3%
Contacts
2 of 2JOHN DEPEW
FounderCRD 2238367
ROBERT WRENN
Investment Advisor RepresentativeCRD 5071471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$157M in ETFs
85%
$134M
8%
$23.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $13M | 19,958 | 8.30% |
Location
NORTH CHESTERFIELD, VA
CHESTERFIELD
Location
NORTH CHESTERFIELD, VA
Headquartered in NORTH CHESTERFIELD, VA, in the South of the United States.
- Region
- South
- County
- CHESTERFIELD
- Address
- 11448 Robious Rd
- Time zone
- ET (UTC-5)
- Office locations
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