Richmond, VA Office

MidAtlantic Capital Management, Inc. provides discretionary portfolio management and retirement plan advisory services to individuals (both high net worth and non‑HNW), families, pension and profit‑sharing plans, charitable organizations, and corporations. The firm offers continuous investment management and ERISA‑focused plan services, including the development of written Investment Policy Statements and customized model portfolios for plan participants.

The firm establishes client objectives, time horizons, risk tolerance and tax considerations through personal discussions and implements discretionary strategies within those guidelines, while permitting reasonable client‑imposed investment restrictions. Investment selection makes use of mutual funds, ETFs and individual securities and incorporates fundamental, technical, quantitative and qualitative analysis, with both long‑ and short‑term approaches and ongoing monitoring supported by quarterly reporting.

Compared with many peers, MidAtlantic manages a relatively large asset base for its advisor count—$477,028,310 in AUM with two advisors—which is an uncommon assets‑per‑advisor profile for firms in this category, and it operates a wrap fee program; the brochure discloses the potential conflict of favoring no‑transaction‑fee mutual fund share classes and describes periodic reviews and conversions to less expensive share classes as mitigation. For retirement plans the firm documents its co‑fiduciary status in writing and provides quarterly fiduciary monitoring reports, model portfolio performance, and customized participant education as part of its plan administration services.