Atcap Partners, LLC

AtCap Partners LLC is an SEC registered investment adviser located in Rockville, MD. The firm was established under the laws of Maryland and is led by Catherine Ayers-Rigsby, CEO, and Angela Holland, Chief Compliance Officer. AtCap offers portfolio management programs, financial planning services, and third-party asset management through Envestnet. The firm acknowledges its fiduciary status when providing investment advice for retirement accounts, ensuring that client interests are prioritized. Investment services are offered on a discretionary and non-discretionary basis, tailored to each client's financial needs and risk tolerance. AtCap may utilize fundamental and technical analysis to evaluate securities for potential investments. The firm may recommend various investment strategies, including long-term purchases, short-term purchases, and margin transactions. Clients are informed about the risks involved in investing, including potential loss of principal. AtCap does not charge performance-based fees and discloses its affiliations with Ceros Financial Services, Inc. and other SEC registered investment advisers. The firm's fee structure includes asset-based management fees and administrative fees, with a range of fees based on the total account value. AtCap does not require a minimum account size for financial planning services and provides a detailed overview of its brokerage practices, including the use of NFS and Ceros Financial Services, Inc. for executing securities transactions. The firm also discloses its code of ethics, investment discretion, and voting client securities practices. AtCap does not have any disciplinary events to disclose and provides financial information indicating its ability to meet contractual and fiduciary commitments.