Investment adviser · CRD 116524
MIDATLANTIC CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
RICHMOND, VA, United States · Form ADV filed Feb 3, 2026
- Regulatory AUM
- $477M Form ADV · Item 5.F
- Client accounts
- 323 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Retirement plans | 20 | $203,628,328 | 42.7% |
| High-net-worth individuals | 76 | $197,726,781 | 41.4% |
| Charities | Fewer than 5 | $50,004,865 | 10.5% |
| Individuals | 70 | $20,133,648 | 4.2% |
| Corporations & businesses | Fewer than 5 | $4,800,112 | 1.0% |
| Other clients | Fewer than 5 | $734,576 | 0.2% |
Filing source
Form ADV 2045595 · Feb 3, 2026 · 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: Feb 3, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
11448 ROBIOUS ROADRICHMOND, VA, 23235, United States
CRD 116524
Filing source
Form ADV 2045595 · Feb 3, 2026 · 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.