MG Capital Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 305512
- Website
- mymgcap.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds37%
- Public Funds/Mutual Funds31%
- Exchange Traded Equities17%
- Other6%
- US Government Bonds5%
Contacts
3 of 3
Dale Mason
OwnerCRD 7222688

Jose Sobrado
PresidentCRD 6985333

Denislav Dantev
Investment Adviser RepresentativeCRD 6839304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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