A complete list of active advisors currently associated with MG Capital Partners, LLC

Warmer can help you find a great advisor at MG Capital Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at MG Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.