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Marketocracy Masters Capital Management LLC

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Client assets under management

$4,500,000

Clients

18

0% high-net-worth

Advisors

3

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

6

Very Low

Average account size

$250,000

About

Marketocracy Masters Capital Management serves individual investors through an internet-based platform, offering algorithm-driven portfolio management and access to model portfolios. Clients complete onboarding and advisory agreements online and open custodial accounts with Interactive Brokers; the firm maintains discretionary authority over managed accounts.

The firm’s investment process is centered on an algorithm that incorporates client inputs such as income, assets, debts, age, expenses, risk tolerance and personal goals to recommend one or more model portfolios managed by its Masters or an Investment Committee; clients may elect to override recommendations but the firm retains the ability to override algorithm outputs when warranted. The brochure emphasizes diversification and long‑term investing as guiding principles and discloses algorithm limitations and risks, including technology failures, intraday event handling, and the need for timely client data updates.

Notable features that differentiate the firm from many peers include its purely internet‑based delivery model with real‑time client access, the fact that the algorithm was developed in conjunction with Ping Software USA (a shareholder), and its requirement that clients use Interactive Brokers as custodian. As of March 19, 2026, the firm reported $4.5 million in discretionary AUM across 18 individual clients and does not permit client‑imposed account restrictions, a combination of characteristics that is uncommon among similarly supported advisory firms.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

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Fee options

Percentage

$0 - $49,999: 0.95% annual fee $50,000 - $99,999: 0.85% annual fee $100,000 - $999,999: 0.75% annual fee $1,000,000 - $9,999,999: 0.50% annual fee $10,000,000+: 0.25% annual fee

Other

Account minimum: $500 Minimum fee: Minimum $500 to open an account Fee-only: Management fee based on assets under management, no commissions or performance fees

Main office location

Marketocracy Masters Capital Management LLC

20401 Haggerty Rd., Ste A 131

Northville MI 48167-1999, United States

Number of offices

1

Most active in

More info

California · Kansas · Michigan · Missouri · New Jersey · Texas · Washington · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 313-949-8395

Advisors at this firm

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user avatar

Anthony M

Series 65

Redford, MI

Marketocracy Masters Capital Management LLC

Anthony Mitchell is a Series 65-licensed advisor at Marketocracy Masters Capital Management LLC with four years of industry experience. He has worked at Marketocracy since 2021 and previously held roles at Brown-Forman and Infinium Spirits. Outside of advisory work, he serves as president of Hall of Fame Corp, a technology, finance, and consulting firm, and also leads JGJ Marketing. Marketocracy Masters Capital Management is an internet-based registered investment adviser that uses algorithm-driven portfolio management for individual clients. The firm offers discretionary management of model portfolios through an interactive website and focuses on serving individual investors with low minimums.

Active portfolio management Options & derivatives strategies
user avatar

Daniel W

Series 65

Wildwood, MO

Marketocracy Masters Capital Management LLC

Daniel Wieman is a financial advisor at Marketocracy Masters Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Marketocracy Masters Capital Management since 2021. Wieman also has a background in the reinsurance industry, having worked at RGA Reinsurance Company since 2011. Marketocracy Masters Capital Management is an internet-based registered investment adviser that provides algorithm-driven portfolio management to individual clients through an interactive website. The firm focuses on individual investors with low recommended minimums and manages discretionary accounts using model portfolios, requiring custodial accounts at Interactive Brokers.

Active portfolio management Options & derivatives strategies
user avatar

Bethany W

Series 65

Wildwood, MO

Marketocracy Masters Capital Management LLC

Bethany Wieman is a financial advisor at Marketocracy Masters Capital Management LLC with two years of industry experience. She holds a Series 65 designation and has worked exclusively at Marketocracy Masters Capital Management since 2023. Outside of advising, she is a freelance writer. Marketocracy Masters Capital Management is an internet-based registered investment adviser that offers algorithm-driven portfolio management to individual clients through an interactive website. The firm focuses on individual investors with low recommended minimums and manages discretionary accounts using model portfolios developed by its Masters and Investment Committee.

Active portfolio management Options & derivatives strategies
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