Atcap Partners Fees & Minimum

Overview

Headquarters: Rockville, MD
Total Firm Assets: $196 million
Average High-Net-Worth Client Portfolio Size: $0.7 million

Fee Disclosure

Source: ATCAP PARTNERS- MARCH 2026 (2026-04-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	2.50%
$250,001	$1,000,000	2.25%
$1,000,001	and above	1.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$23,125	2.31%
$5 million	$93,125	1.86%
$10 million	$180,625	1.81%
$50 million	$880,625	1.76%
$100 million	$1,755,625	1.76%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 70.71%
Number of High-Net-Worth Clients: 192
Total Client Accounts: 349
Discretionary Accounts: 349

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 158214

ATCAP PARTNERS- MARCH 2026 (2026-04-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Atcap Partners, LLC