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| Keyboard |
| Midatlantic Capital Management Inc
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|---|---|
| CRD # | 116524 |
| SEC # | 801-64887 |
| CIK # | 0002042068 |
| AUM | 477.0 M (2026-02-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 804-272-9200 |
| Address | 11448 Robious Road Richmond, VA 23235 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 20.1 |
| (b) Individuals (high net worth individuals) | 76 | 197.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 203.6 |
| (h) Charitable organizations | 2 | 50.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.8 |
| (n) Other | 2 | 0.7 |
| Total | 323 | 477.0 |
| By Discretionary | ||
| Discretionary | 303 | 273.4 |
| Non-Discretionary | 20 | 203.6 |
| Total | 323 | 477.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 477.0 | |
| Total | 323 | 477.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002042068] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Meredith Wealth Planning LLC
✚
|
IL | 478.7 M |
|
Joule Financial LLC
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|
KY | 478.6 M |
|
IDB LIDO Wealth LLC
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NY | 478.4 M |
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Great Oak Capital Partners LLC
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MA | 477.9 M |
|
Elmwood Wealth Management Inc
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CA | 477.9 M |
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RFG Holdings Inc
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TX | 476.7 M |
|
MBM Wealth Consultants LLC
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MO | 476.7 M |
|
Arborstone Financial LLC
✚
|
MA | 476.0 M |
|
G&S Capital LLC
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|
CO | 475.6 M |
|
Oneascent Wealth Management LLC
✚
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AL | 475.6 M |