Wealth manager, independent · Rockville, MD
Atcap Partners, LLC
SEC-registered investment adviser · CRD 158214 · SEC 801-72617
At a glance
Atcap Partners, LLC is an SEC-registered investment adviser based in Rockville, Maryland, with $196 million in regulatory assets under management as of its Form ADV filed April 1, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 342 individual clients. By Form ADV it is a wealth manager, ranked 5,882nd of 8,915 wealth managers and 12,347th of 17,210 SEC-registered advisers by assets.
Main office 866-842-3356As filed on Form ADV
- Regulatory AUM
- $196M
- Rank among wealth managers
- #5,882 of 8,915
- Rank among all SEC RIAs
- #12,347 of 17,210
- Rank in Maryland
- #185 of 227
- Individual clients
- 342
- High-net-worth clients
- 192
- Accounts
- 349
- Discretionary
- 100% of AUM
- Employees
- 26
- Advisory staff
- 23
- Offices
- 5
Owners and executives on its Form ADV
Custody and brokerage
Broker-dealer
Hybrid RIA
Atcap Partners, LLC is a hybrid RIA: 26 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Ceros Financial Services, Inc. and Ceros Vermoegensverwaltung AG.
- Ceros Financial Services, Inc. ↗CRD 37869
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity) and Axos Clearing, which hold the brokerage accounts. Its annual audited report filed with the SEC, April 2026
- Ceros Vermoegensverwaltung AG
Its Form ADV brochure (filed April 2026) names Ceros Financial Services as the broker-dealer its advisers are registered with.
As described in more detail in the section titled "OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS", many of our IARs are also registered representatives with Ceros Financial Services, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 192 | $138M | 71% |
| Individuals | 150 | $28M | 14% |
| Pension and profit sharing plans | 5 | $25M | 13% |
| Charitable organizations | 2 | $5M | 2% |
Disciplinary disclosures
Atcap Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Market timing
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Atcap Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,925 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Atcap Partners, LLC manage?
Atcap Partners, LLC reports $196 million in regulatory assets under management across 349 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 1, 2026.
What kind of firm is Atcap Partners, LLC?
Atcap Partners, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Atcap Partners, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($138 million, 192 clients); individuals ($28 million, 150 clients); pension and profit sharing plans ($25 million, 5 clients).
Does Atcap Partners, LLC have any disciplinary history?
Atcap Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Atcap Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →