# Atcap Partners, LLC

> Atcap Partners, LLC is an SEC-registered investment advisory firm in Rockville, MD, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 158214
- Filed as: ATCAP PARTNERS, LLC
- Also doing business as: CRITICAL MATH, FORTE CAPITAL GROUP, RESOURCE 1
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rockville, MD
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158214
- AdvisorCensus page: https://advisorcensus.com/firm/atcap-partners-llc-rockville-md-158214

## Quick answers

**How is Atcap Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atcap Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Atcap Partners, LLC located?**
Atcap Partners, LLC's principal office is in Rockville, MD, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Atcap Partners, LLC registered with the SEC or a state?**
Atcap Partners, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158214.

**How much does Atcap Partners, LLC manage?**
Atcap Partners, LLC reports $195,509,222 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Atcap Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Atcap Partners, LLC: Regulatory assets under management: $15,397,020 in the October 2021 data and $195,509,222 in the October 2026 data, up 1170%. Total employees: 10 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atcap Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (192); individuals (other than high net worth individuals) (150); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Atcap Partners, LLC use?**
Atcap Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Atcap Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158214

**What changed in Atcap Partners, LLC's recent Form ADV filings?**
In the May 2026 filing data: Added the business name Resource 1. Employees performing advisory functions went from 20 to 23. Regulatory assets under management went from $62,842,528 to $195,509,222 (+211%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $195,509,222
- Discretionary: $195,509,222
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 150 | $27,850,015 |
| High net worth individuals | 192 | $138,241,700 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $24,893,698 |
| Charitable organizations | 2 | $4,523,809 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops

### Firm details
- Registered since: 2011 (15 years)
- Employees: 26 total, 23 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CT, DC, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NY, OH, PA, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- New York, NY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $15,397,020 | 10 | March 30, 2021 |
| October 2022 | $39,336,579 | 23 | September 12, 2022 |
| October 2023 | $75,590,000 | 23 | March 30, 2023 |
| October 2024 | $84,248,693 | 23 | March 27, 2024 |
| October 2025 | $62,948,000 | 23 | March 25, 2025 |
| October 2026 | $195,509,222 | 26 | April 1, 2026 |

Regulatory assets under management: $15,397,020 in the October 2021 data and $195,509,222 in the October 2026 data, up 1170%.
Total employees: 10 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Added the business name Resource 1.
- Employees performing advisory functions went from 20 to 23.
- Regulatory assets under management went from $62,842,528 to $195,509,222 (+211%).

### April 2026
- Registered or notice-filed in CA, DC, IN, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atcap Partners, LLC (CRD 158214): Form ADV filing data as of October 2026.