MAPT Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MAPT Capital is a fee-only advisory firm that provides discretionary and non‑discretionary portfolio management and project‑based financial planning for U.S. and cross‑border clients, including individuals, families, pension and profit‑sharing plans, charitable organizations, and businesses. The firm generally expects a minimum account size of $100,000 and may provide financial planning at no charge for clients with $500,000 or more in assets under management, with planning for smaller accounts considered on a case‑by‑case basis.
The firm’s investment approach emphasizes modern portfolio theory, combining passive and active strategies across stocks, bonds, mutual funds, ETFs and, when appropriate, outside managers, while also accommodating client‑imposed restrictions and socially‑conscious screens. Financial planning is integrated with investment decisions and explicitly addresses international tax‑jurisdiction exposure, family composition, cash flow, retirement, estate, insurance, and risk‑management considerations.
What distinguishes MAPT from many peers is its explicit focus on cross‑border and international wealth matters and the advisers’ prior international wealth‑management and academic experience, coupled with CFP certification and legal training on the team. MAPT operates as a small, recently formed boutique (three advisers, roughly 15 clients, and about $5.9 million in AUM), and it requires client custody with a limited set of institutional custodians (Schwab, Altruist, or Fidelity).
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees $3,000 to $20,000.
$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001 - and Above: 0.20%
Account minimum: $100,000 Fee-only: Fixed fees for financial planning ranging from $3,000 to $20,000 depending on complexity.
Main office
6709 Raymond Road, Suite 124
Madison WI 53719
Advisors at this office
3
Most active in
Wisconsin
Also doing business as
Mapt Capital · Mapt Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Nancy M
CFP®, Series 63, Series 65
Madison, WI
MAPT Capital
Nancy Metzger is a CFP® professional with eight years of experience in financial advising. She currently works at MAPT Capital and previously held roles at Creative Planning, Inc., Thun Financial Advisors, and Working Capital for Community Needs, Inc. MAPT Capital is a fee-only advisory firm serving U.S. and cross-border clients, including individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines passive and active investment strategies and integrates financial planning with investment decisions, emphasizing modern portfolio theory and addressing cross-border wealth matters.
Grace T
Series 65
Madison, WI
MAPT Capital
Grace Trewartha is a financial advisor at MAPT Capital with four years of industry experience. She holds a Series 65 designation and has worked at firms including Creative Planning and Roaring Fork. Outside of her advisory roles, she is involved with Live Beneath Your Means LLC, a business she has been engaged with since 2018. MAPT Capital is a fee-only advisory firm serving a range of clients including individuals, families, pension plans, and charitable organizations. The firm integrates financial planning with investment management, emphasizing cross-border and international wealth matters through a blend of passive and active strategies.
Francisco A
CFP®, Series 65
Madison, WI
MAPT Capital
Francisco Aguilar Puyol is a CFP® with eight years of experience in financial advisory. He is currently with MAPT Capital in Madison, WI, having previously worked at Creative Planning and Thun Financial. His background includes academic experience at Northwestern University. MAPT Capital is a fee-only advisory firm serving U.S. and cross-border clients, including individuals, families, and organizations. The firm employs a modern portfolio theory approach that combines passive and active strategies, with an emphasis on international wealth management and integrated financial planning.
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