MGC Capital
Firm details
- Headquarters
- ,
- CRD number
- 323638
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI71.06%
- Individuals28.94%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MGC Capital is a small, privately held advisory firm that concentrates on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and can also structure performance-based fees, which suggests an active, outcomes-focused approach to client accounts. Filings indicate the adviser is not a multi-state provider and does not position itself as a pension consultant or capital allocator; the client base is primarily individual and family relationships. The firm does not list ESG as an active investment focus. Holdings and account-level data show a boutique scale and concentrated client roster, consistent with a practice that manages tailored portfolios rather than a mass-market, model-driven platform. The manager’s most-used asset category is labeled “Other,” which points to holdings outside standard equity and fixed-income ETF buckets or to aggregated custom-managed account assets.
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
- Other83%
- Cash & Cash Equivalents17%
Owners & executives
1 of 1Andrew Chong
Managing Member And Chief Compliance OfficerCRD 7646983
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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