MRP Capital Investments, LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 167256
- Registered since
- June 7, 2021
- Website
- mrpci.com
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.72%
- Other14.35%
- Individuals6.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
MRP Capital Investments, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. The firm bills clients on a percentage‑of‑AUM basis and focuses its client servicing on individuals and families. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm is not positioned as a capital allocator and does not report active ESG investing. It is SEC‑registered since 2021 and operates as a single independent RIA rather than as a related adviser or multi‑state advisory network.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities59%
- US Government Bonds26%
- Cash & Cash Equivalents11%
- State & Local Bonds4%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Paul Damm
Vice PresidentCRD 3093576
Macarther Plumart
President and FounderCRD 3073472
Paul Shaughnessy
Managing Director, Financial AdvisorCRD 2704736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$28.3M in ETFs
94%
$26.6M
6%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $7.2M | 9,628 | 25.46% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, 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
- Fulton
- Address
- 8440 Holcomb Bridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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