MG Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$82,917,764
Clients
210
Advisors
3
across 2 offices
About
MG Capital Partners, LLC provides ongoing portfolio management and standalone financial planning primarily to individual and high‑net‑worth clients. The firm generally recommends mutual funds and ETFs and bills on an asset‑based basis, consistent with common practice among similar advisers.
The firm operates on a non‑discretionary advisory model: it documents client goals and risk tolerance in an Investment Policy Statement, applies modern portfolio theory and a long‑term trading orientation, and leaves execution authority with the client while providing recommendations and periodic monitoring. MC Capital may also refer clients to third‑party investment advisers after due diligence and receives its standard advisory fee in addition to any third‑party manager fees.
Noteworthy distinctions include that virtually all reported assets are managed on a non‑discretionary basis (the brochure discloses $0 in discretionary AUM and approximately $83.3 million in non‑discretionary AUM) and the firm reports a material client base outside its home state and internationally, with assets under administration of roughly $111.4 million. The firm also discloses a cross‑disciplinary affiliation on its team with an accounting professional who acts as a solicitor for certain accounts, an arrangement that is less common among peers.
Client services
Expertise
Fee options
Up to $10,000, negotiable for financial planning
1.00% annually
Main office
See officeChevy Chase MD
Advisors at this office
2
Offices (2)
Most active in
District of Columbia · Maryland · Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Dale M
Series 65
Chevy Chase, MD
MG Capital Partners, LLC
Dale Mason is a financial advisor with MG Capital Partners, LLC, holding a Series 65 license and six years of industry experience. He has worked at MG Capital Partners and Kaufman Accounting since 2020 and owns his own CPA business, Dale Mason, CPA & Co., where he provides international tax consulting services. MG Capital Partners, LLC offers ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm employs a non-discretionary advisory model, utilizes modern portfolio theory, and manages approximately $83.3 million in non-discretionary assets.
Jose S
CFA®, Series 66
Chevy Chase, MD
MG Capital Partners, LLC
Jose Sobrado is a CFA® charterholder with seven years of industry experience. He is currently with MG Capital Partners, LLC and previously worked at Innovation Partners, LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. He is also a licensed insurance agent. MG Capital Partners, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model, using modern portfolio theory and long-term trading strategies while leaving execution authority with clients.
Denislav D
Series 66
Chevy Chase, MD
MG Capital Partners, LLC
Denislav Dantev is a financial advisor at MG Capital Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, Bankers Life, Acn, and Uber. MG Capital Partners, LLC provides ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model, applies modern portfolio theory, and focuses on long-term trading while leaving execution authority with clients.
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