Atcap Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$166,091,715
Clients
342
Advisors
26
across 11 offices
About
AtCap Partners provides investment management and financial planning to a mix of individual clients (both non‑high‑net‑worth and high‑net‑worth), as well as pension and profit‑sharing plans, trusts, estates and corporate entities. Services include IAR‑managed discretionary and non‑discretionary portfolios, sponsored wrap fee programs, and access to third‑party asset managers via the Envestnet platform.
The firm’s IARs gather client information to create tailored investment profiles and implement portfolios using proprietary strategies, sub‑advisors, or outside managers, with ongoing monitoring and at least annual formal reviews. AtCap describes a blend of analytical methods — including fundamental analysis and technical tools such as charting and cyclical analysis — and explicitly references timing trades to anticipated market cycles as part of some strategies.
Noteworthy among peers, AtCap is commonly held with an affiliated broker‑dealer and two affiliated investment advisers, and it includes alternative investments in client programs such as special purpose vehicles and oil & gas partnership interests that are advised or distributed by affiliates. The firm also provides back‑office and compliance support to hedge funds and other investment firms (including CFTC exemption filing assistance and daily NAV work), and the combination of affiliated private fund offerings plus explicit market‑timing techniques distinguishes it from most multi‑team advisors.
Client services
Expertise
Fee options
Negotiated fixed fees for financial planning services
$0 - $250,000: up to 2.75% annually $250,001 - $1,000,000: up to 2.50% annually $1,000,001+: up to 2.00% annually
Up to $300 per hour
Minimum fee: Annual fee minimum of 0.25% and maximum of 2.5%
Main office
See office1445 Research Boulevard, #530
Rockville MD 20850
Advisors at this office
8
Offices (11)
New Yok, NY
80 Broad Street, 29th Floor, New Yok, NY 10004
9 advisors
Rockville, MD
1445 Research Boulevard #530, Rockville, MD 20850
8 advisors
Ashburn, VA
Ashburn, VA
1 advisor
Jupiter, FL
Jupiter, FL
1 advisor
Marlton, NJ
Marlton, NJ
1 advisor
Most active in
Alabama · Arizona · California · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Maine · Maryland · Massachusetts · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Virginia · Wisconsin
Also doing business as
Atcap Partners, LLC · Critical Math · Forte Capital Group · Kensington Analytics · Resource 1
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)