Midatlantic Capital Management, Inc.
Firm details
- Headquarters
- North Chesterfield, Virginia
- CRD number
- 116524
- Registered since
- November 18, 2005
- Website
- www.midatlantic-capital.com
- 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 an SEC-registered corporate advisory firm operating since 2005 with individual ownership. The firm serves both individual and family clients as well as institutional clients, offering portfolio management for individuals, small businesses and larger business or institutional accounts. Pension consulting is listed among its advisory activities. Fee arrangements include both percentage-of-AUM billing and fixed fees. The firm does not self-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 2
John 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 90Active vs passive
$175M in ETFs
85%
$149M
8%
$26.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $14.7M | 19,649 | 8.39% |
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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