Investment adviser · CRD 107560
M CAPITAL ADVISORS
Investment adviser filing (IA)
MASTRAPASQUA ASSET MANAGEMENT, INC.
NASHVILLE, TN, United States · Form ADV filed May 1, 2023
- Regulatory AUM
- $871M Form ADV · Item 5.F
- Client accounts
- 516 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 133 | $723,454,792 | 83.1% |
| Charities | 9 | $49,608,669 | 5.7% |
| Corporations & businesses | 5 | $39,562,876 | 4.5% |
| Individuals | 124 | $34,143,433 | 3.9% |
| Other clients | Fewer than 5 | $23,579,335 | 2.7% |
| Retirement plans | Fewer than 5 | $200,177 | 0.0% |
Filing source
Form ADV 1759108 · May 1, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 1, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
104 WOODMONT BLVD, SUITE 320NASHVILLE, TN, 37205, United States
CRD 107560
Filing source
Form ADV 1759108 · May 1, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.