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MIDATLANTIC CAPITAL MANAGEMENT, INC.
CRD 116524 · SEC 801-64887
11448 ROBIOUS ROAD, RICHMOND, VA, 23235, United States
Phone
804-272-9200
Fax
804-272-9102
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$477.0M
Discretionary AUM
$273.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $20.1M |
| High net worth individuals | 76 | $197.7M |
| Pension/profit sharing plans | 20 | $203.6M |
| Charitable organizations | 2 | $50.0M |
| Corporations/business entities | 2 | $4.8M |
States served
VA
All web addresses on file
Official SEC filing: View on IAPD