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AtCap Partners, LLC

Updated today

Client assets under management

$166,091,715

Clients

342

56% high-net worth

Advisors

24

of 26 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

14

Very Low

Average account size

$485,648

About

AtCap Partners provides investment management and financial planning to a mix of individual clients (both non‑high‑net‑worth and high‑net‑worth), as well as pension and profit‑sharing plans, trusts, estates and corporate entities. Services include IAR‑managed discretionary and non‑discretionary portfolios, sponsored wrap fee programs, and access to third‑party asset managers via the Envestnet platform.

The firm’s IARs gather client information to create tailored investment profiles and implement portfolios using proprietary strategies, sub‑advisors, or outside managers, with ongoing monitoring and at least annual formal reviews. AtCap describes a blend of analytical methods — including fundamental analysis and technical tools such as charting and cyclical analysis — and explicitly references timing trades to anticipated market cycles as part of some strategies.

Noteworthy among peers, AtCap is commonly held with an affiliated broker‑dealer and two affiliated investment advisers, and it includes alternative investments in client programs such as special purpose vehicles and oil & gas partnership interests that are advised or distributed by affiliates. The firm also provides back‑office and compliance support to hedge funds and other investment firms (including CFTC exemption filing assistance and daily NAV work), and the combination of affiliated private fund offerings plus explicit market‑timing techniques distinguishes it from most multi‑team advisors.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Market timing

Expertise

Private / alternative investments Options & derivatives strategies Real estate investing

Fee options

Fixed

Negotiated fixed fees for financial planning services

Percentage

$0 - $250,000: up to 2.75% annually $250,001 - $1,000,000: up to 2.50% annually $1,000,001+: up to 2.00% annually

Project-based

Up to $300 per hour

Other

Minimum fee: Annual fee minimum of 0.25% and maximum of 2.5%

Main office location

AtCap Partners, LLC

1445 Research Boulevard, #530

Rockville MD 20850, United States

Number of offices

5

Most active in

Alabama · Arizona · California · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Maine · Maryland · Massachusetts · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Michael C

Series 63, Series 66

Rockville, MD

AtCap Partners, LLC

Michael Cassella is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc., National Securities, and Worden Capital Management LLC. Outside of his advisory work, he is employed part-time in a home health care company and serves as an officer of The Cassella Collective Corp. AtCap Partners, LLC provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading, utilizing a variety of investment vehicles and offering support services uncommon for firms of its size.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Jesse W

Series 63, Series 65

Woodcliff Lake, NJ

AtCap Partners, LLC

Jesse Weissberger is a financial advisor at AtCap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and National Asset Management. In addition to his advisory role, he is involved in insurance sales. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities, employing a mix of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading.

Private / alternative investments Options & derivatives strategies Real estate investing
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James L

Series 63, Series 65

New York, NY

AtCap Partners, LLC

James Lombardo is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Aegis Capital Corp. Outside of his advisory work, he serves as CEO of a real estate company. AtCap Partners, LLC provides investment management and financial planning to individuals, trusts, estates, retirement plans, and other business entities. The firm employs a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Kenneth D

Series 63, Series 65

Palm Beach Gardens, FL

AtCap Partners, LLC

Kenneth Drekou is a financial advisor with AtCap Partners, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at National Asset Management Inc and National Securities Corporation. Outside of his advisory role, he serves as president of Elani Investments LLC and Elani Properties LLC, managing investment-related activities. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies ranging from long-term holdings to short-term trading and options.

Private / alternative investments Options & derivatives strategies Real estate investing
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Farrel L

ChFC®, Series 66

New York, NY

AtCap Partners, LLC

Farrel Liger is a financial advisor at AtCap Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at National Asset Management and National Securities Corporation. Outside of advising, he teaches continuing education courses for CPAs and is involved with nonprofit organizations such as The Foundation of the World and West Harlem Assistance. AtCap Partners, LLC provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a combination of fundamental and technical analysis to create individualized investment strategies that include long-term holdings, short-term trading, and options.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Eric H

Series 63, Series 65

Rockville, MD

AtCap Partners, LLC

Eric Hilderbrand is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Ceros Financial Services, Inc. since 2022 and previously spent 13 years at National Securities Corporation. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options, offering access to proprietary strategies, sub-advisors, and alternative investments.

Private / alternative investments Options & derivatives strategies Real estate investing
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Michelle H

ChFC®, Series 63, Series 65

Rockville, MD

AtCap Partners, LLC

Private / alternative investments Options & derivatives strategies Real estate investing
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Anthony L

Series 66

Rockville, MD

AtCap Partners, LLC

Anthony Logiudice is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding a Series 66 designation and four years of industry experience. He has worked at Ceros Financial Services, Inc. since 2022 and previously at National Securities Corp from 2017 to 2022. Outside of his advisory role, he is the owner of A+D All Day LLC, an auto transport startup that is not yet operational. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and offers access to third-party asset managers through the Envestnet platform.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Donna M

Series 66

Marlton, NJ

AtCap Partners, LLC

Donna Mcgill is a financial advisor with AtCap Partners, LLC, holding a Series 66 license and bringing 10 years of industry experience. She has worked at AtCap Partners since 2017 and has held roles at Ceros Financial Services, Forker and Associates Tax Solvers, Jackson Hewitt Tax Service, The Investment Center, and Critical Math Advisors. Outside of her advisory work, she is engaged as a life insurance agent and seasonal tax preparer in non-investment-related activities. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a blend of fundamental and technical analysis to create tailored investment strategies that include long-term holdings, short-term trading, and options, utilizing a range of investment vehicles and sub-advisors.

Private / alternative investments Options & derivatives strategies Real estate investing
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Sara G

Series 63, Series 66

Rockville, MD

AtCap Partners, LLC

Private / alternative investments Options & derivatives strategies Real estate investing
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Kevin S

Series 63, Series 66

New York, NY

AtCap Partners, LLC

Kevin Smith is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Aegis Capital Corp. He serves on the Investment Advisory Board at Ithaca College School of Business, where he mentors students and participates in advisory meetings. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Daniel F

Series 63, Series 66

New York, NY

AtCap Partners, LLC

Daniel Fred is a financial advisor with AtCap Partners, LLC, based in New York, NY, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at AtCap Partners since 2022 and previously spent over two decades at National Securities Corporation, with additional experience at National Asset Management. AtCap Partners provides investment management and financial planning to individuals, trusts, estates, retirement plans, and other entities, utilizing a combination of fundamental and technical analysis to tailor strategies that range from long-term holdings to short-term trading and options. The firm offers services through various account types and leverages access to third-party asset managers via the Envestnet platform.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Stephen M

Series 63, Series 65

New York, NY

AtCap Partners, LLC

Stephen Marek is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Joseph Gunnar & Co. LLC for 16 years before joining AtCap Partners and Ceros Financial Services in 2025. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other business entities. The firm employs a combination of fundamental and technical analysis, including cyclical analysis and market timing, offering strategies that range from long-term holdings to short-term trading and options.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Matthew H

CFP®, ChFC®, Series 66

Rockville, MD

AtCap Partners, LLC

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Nicholas S

Series 66

New York, NY

AtCap Partners, LLC

Nicholas Scaturro is a financial advisor at AtCap Partners, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including National Asset Management and National Securities Corp. Outside of his advisory role, he has experience working with community organizations and educational institutions. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Private / alternative investments Options & derivatives strategies Real estate investing
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