M
MGC Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,909,515
Clients
22
14% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$314,069
About
MGC Capital provides ongoing portfolio management to individuals, high‑net‑worth individuals, and business entities, framing each client relationship with a written Investment Policy Statement that documents goals, time horizon, and risk tolerance. The firm generally focuses on equities, exchange‑traded funds, and commodities and seeks discretionary trading authority to implement and monitor client portfolios.
The firm combines charting, cyclical, fundamental, quantitative, and technical analyses and employs long‑term trading alongside options strategies (including covered, uncovered, and spread positions), and its brochure highlights the material risks of options and leveraged positions. It discloses its fiduciary duties for retirement accounts and documents procedures for fair allocation and periodic portfolio review.
What is distinctive is the brochure’s indication of a notable non‑U.S. client base and its explicit discussion of foreign‑security and currency risks, paired with a requirement that clients use Interactive Brokers as custodian. The firm also states it will not accept client‑imposed investment restrictions based on values or beliefs and documents policies intended to avoid trading that disadvantages clients, features that differ from many peers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
2.00% annually
Account minimum: $10,000
Main office location
MGC Capital
Ann Arbor MI, United States
Number of offices
1
Most active in
MGC Capital has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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