Mcap Investment Management, LLC
Firm details
- Headquarters
- Woodstock, Georgia
- CRD number
- 336859
- Website
- mcapim.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mcap Investment Management, LLC is an independent, owner-operated registered investment adviser that manages portfolios for individual and family clients. The firm operates on a percentage-of-assets fee model and provides financial planning along with portfolio management services for individuals, small businesses, and other business or institutional clients. Mcap does not position itself as an ESG investor, does not identify as a multi-state adviser, and is not structured as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1Nimish Patel
Chief Compliance OfficerCRD 2601892
Contacts
1 of 1Alexander Duncan
Co-founder and PresidentCRD 8093382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodstock, GA
Cherokee
Location
Woodstock, GA
Headquartered in Woodstock, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cherokee
- Address
- 61 Linton St
- Time zone
- ET (UTC-5)
- Office locations
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