MG Capital Partners, LLC

RIASEC Registered
Total AUM
$83.3M
Discretionary
$0
0% of AUM
Avg account
$289K
Accounts
288
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
305512
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals54.35%
  • HNWI45.18%
  • Charitable Organizations0.48%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MG Capital Partners, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model blends AUM-based fees with fixed fees, which supports both ongoing portfolio management relationships and project-based planning engagements. Investment posture tilts toward fixed income, with a clear emphasis on investment‑grade corporate bonds. The firm is not an active ESG investor and generally operates in a non-discretionary capacity, retaining client-directed authority over accounts while providing model guidance, asset selection and third‑party manager recommendations when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 37%, Public Funds/Mutual Funds 31%, Exchange Traded Equities 17%, Other 6%, US Government Bonds 5%, Cash & Cash Equivalents 2%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%37%
  • Investment Grade Corp Bonds37%
  • Public Funds/Mutual Funds31%
  • Exchange Traded Equities17%
  • Other6%
  • US Government Bonds5%

Contacts

3 of 3
  • Dale Mason

    Dale Mason

    OwnerCRD 7222688

  • Jose Sobrado

    Jose Sobrado

    PresidentCRD 6985333

  • Denislav Dantev

    Denislav Dantev

    Investment Adviser RepresentativeCRD 6839304

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth