Mapt Capital

RIASEC Registered
Total AUM
$5.9M
Discretionary
$5.9M
100% of AUM
Avg account
$395K
Accounts
15
Employees
3
Advisory reps
3

Firm details

Headquarters
Madison, Wisconsin
CRD number
341390
Website
maptcapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mapt Capital is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its fee arrangements include asset-based fees and fixed fees. Mapt Capital reports being an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, US Government Bonds 4%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%93%
  • Exchange Traded Equities93%
  • US Government Bonds4%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Grace Trewartha

    Grace Trewartha

    Founder & CEOCRD 4906746

Contacts

2 of 2
  • Francisco Aguilar Puyol

    Francisco Aguilar Puyol

    FounderCRD 6750534

  • Nancy Metzger

    Nancy Metzger

    Founder & CCOCRD 1826400

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
Dane
Address
6709 Raymond Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth