Rockville, MD 2273 Research Blvd Office

Team
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Atcap Partners, LLC

Team

Firm-wide stats for Atcap Partners, LLC

Total advisors

26

Across 11 offices

Clients per advisor

13 Very Low

Avg AUM per client

$485,648 Low

HNW client ratio

56% Very High

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.

Based on Atcap Partners, LLC

Expertise

Private / alternative investments Options & derivatives strategies Real estate investing

Based on Atcap Partners, LLC

Location

2273 Research Blvd, Suite 350

Rockville MD 20850

Advisors at this office

8

Advisors at this office

user avatar

Michael C

Series 63, Series 66

Rockville, MD

Atcap Partners, LLC

Michael Cassella is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc., National Securities, Sns Installations, MD Global Partners, and Worden Capital Management LLC. Outside of finance, he is involved in a home health care business and serves as an officer in a pass-through corporation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market cycle timing, and offers access to alternative investments and affiliated private funds as part of its comprehensive client programs.

Private / alternative investments Options & derivatives strategies Real estate investing
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Eric H

Series 63, Series 65

Rockville, MD

Atcap Partners, LLC

Eric Hilderbrand is a financial advisor at AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes 13 years at National Securities Corporation and four years at Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning for individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party managers through the Envestnet platform.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Michelle H

ChFC®, Series 63, Series 65

Rockville, MD

Atcap Partners, LLC

Michelle Hoesly is a financial advisor with Atcap Partners, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 48 years of industry experience, including work with Ceros Financial Services, Inc. and operating as an independent RIA under Resource 1, Inc. Hoesly is also involved in motivational and industry speaking engagements. Atcap Partners serves individual clients across wealth levels, as well as pension plans, trusts, estates, and corporate entities, offering tailored investment management and financial planning using a blend of fundamental and technical analysis, including market-timing strategies.

Private / alternative investments Options & derivatives strategies Real estate investing
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Anthony L

Series 66

Rockville, MD

Atcap Partners, LLC

Anthony Logiudice is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding a Series 66 designation and five years of industry experience. He previously worked at National Securities Corp from 2017 to 2022 and Ceros Financial Services, Inc. since 2022. Outside of his advisory role, he is the owner of A+D All Day LLC, an auto transport startup that is not currently operating. AtCap Partners provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods, including fundamental and technical analysis, and incorporates market-timing strategies alongside access to third-party asset managers and alternative investments.

Private / alternative investments Options & derivatives strategies Real estate investing
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Sara G

Series 63, Series 66

Rockville, MD

Atcap Partners, LLC

Sara Galvin is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 66 licenses and nine years of industry experience. Her work history includes roles at Ceros Financial Services, Resource 1, Inc., Beskin-Divers Insurance Group, Inc., and Currency Exchange International. Outside of advising, she has served as an office manager for an RIA, handling administrative tasks including regulatory filings and license maintenance. AtCap Partners provides investment management and financial planning services to individual and institutional clients, utilizing proprietary strategies, third-party managers, and a blend of analytical methods including fundamental and technical analysis. The firm incorporates alternative investments and market-timing techniques in client portfolios and offers back-office and compliance support to investment firms.

Private / alternative investments Options & derivatives strategies Real estate investing
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Angela H

Series 63, Series 65

Rockville, MD

Atcap Partners, LLC

Angela Holland is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has held compliance and advisory roles at Innovation X Advisors LLC, Foothill Securities, Inc., Advisors Preferred, LLC, and Ceros Financial Services, Inc. Outside of her financial services career, she operates Clearwater Fan Girl, LLC, a sports entertainment fan webpage and podcast. AtCap Partners provides investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a mix of proprietary strategies, sub-advisors, and outside managers, combining fundamental and technical analysis with market-timing techniques as part of its approach.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Matthew H

CFP®, ChFC®, Series 66

Rockville, MD

Atcap Partners, LLC

Matthew Hoesly is a financial advisor with AtCap Partners, LLC, holding CFP® and ChFC® designations and over 20 years of industry experience. He has worked at firms including Ceros Financial Services, Inc. and Resource 1, Inc. Outside of advising, Hoesly is involved in motivational speaking and serves as chair of the MDRT Foundation Finance Committee, volunteering on several MDRT and MDRT Foundation committees. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods and market-timing strategies, offering discretionary and non-discretionary portfolios as well as access to third-party asset managers, distinguishing itself through affiliated private fund offerings and robust back-office support.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Brian C

Series 63, Series 65

Rockville, MD

Atcap Partners, LLC

Brian Cohen is a financial advisor at AtCap Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including B. Riley Wealth Management and National Securities Corporation. Outside of advising, he is involved with Big Ben Hunting, LLC, a boat ownership business. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a blend of fundamental and technical analysis, including market-timing strategies, and offers access to alternative investments and affiliated private funds.

Private / alternative investments Options & derivatives strategies Real estate investing
View complete list of advisors at this office
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