# Midatlantic Capital Management, Inc.

> Midatlantic Capital Management, Inc. is an SEC-registered investment advisory firm in Richmond, VA, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 116524
- Filed as: MIDATLANTIC CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116524
- AdvisorCensus page: https://advisorcensus.com/firm/midatlantic-capital-management-inc-richmond-va-116524

## Quick answers

**How is Midatlantic Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Midatlantic Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Midatlantic Capital Management, Inc. located?**
Midatlantic Capital Management, Inc.'s principal office is in Richmond, VA, according to its Form ADV.

**Is Midatlantic Capital Management, Inc. registered with the SEC or a state?**
Midatlantic Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 116524.

**How much does Midatlantic Capital Management, Inc. manage?**
Midatlantic Capital Management, Inc. reports $477,028,310 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (57% discretionary).

**How have Midatlantic Capital Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Midatlantic Capital Management, Inc.: Regulatory assets under management: $387,156,203 in the October 2021 data and $477,028,310 in the October 2026 data, up 23%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Midatlantic Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (76); individuals (other than high net worth individuals) (70); pension and profit sharing plans (but not the plan participants or government pension plans) (20).

**Which custodians does Midatlantic Capital Management, Inc. use?**
Midatlantic Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and U.S. Bancorp Investments, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Midatlantic Capital Management, Inc. 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/116524

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC
- U.S. Bancorp Investments, Inc.

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: $477,028,310
- Discretionary: $273,399,982
- Non-discretionary: $203,628,328

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $20,133,648 |
| High net worth individuals | 76 | $197,726,781 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $203,628,328 |
| Charitable organizations | 2 | $50,004,865 |
| Corporations or other businesses not listed above | 2 | $4,800,112 |
| Other | 2 | $734,576 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2005 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- midatlantic-capital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $387,156,203 | 3 | March 17, 2021 |
| October 2022 | $374,327,679 | 3 | March 16, 2022 |
| October 2023 | $373,915,725 | 3 | March 14, 2023 |
| October 2024 | $416,430,858 | 3 | March 8, 2024 |
| October 2025 | $448,146,454 | 2 | March 13, 2025 |
| October 2026 | $477,028,310 | 2 | February 3, 2026 |

Regulatory assets under management: $387,156,203 in the October 2021 data and $477,028,310 in the October 2026 data, up 23%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Midatlantic Capital Management, Inc. (CRD 116524): Form ADV filing data as of October 2026.