Marketocracy Masters Capital Management LLC

Marketocracy Masters Capital Management serves individual investors through an internet-based platform, offering algorithm-driven portfolio management and access to model portfolios. Clients complete onboarding and advisory agreements online and open custodial accounts with Interactive Brokers; the firm maintains discretionary authority over managed accounts.

The firm’s investment process is centered on an algorithm that incorporates client inputs such as income, assets, debts, age, expenses, risk tolerance and personal goals to recommend one or more model portfolios managed by its Masters or an Investment Committee; clients may elect to override recommendations but the firm retains the ability to override algorithm outputs when warranted. The brochure emphasizes diversification and long‑term investing as guiding principles and discloses algorithm limitations and risks, including technology failures, intraday event handling, and the need for timely client data updates.

Notable features that differentiate the firm from many peers include its purely internet‑based delivery model with real‑time client access, the fact that the algorithm was developed in conjunction with Ping Software USA (a shareholder), and its requirement that clients use Interactive Brokers as custodian. As of March 19, 2026, the firm reported $4.5 million in discretionary AUM across 18 individual clients and does not permit client‑imposed account restrictions, a combination of characteristics that is uncommon among similarly supported advisory firms.