# MidAtlantic Capital Management

MidAtlantic Capital Management is a Bank / Wealth / Trust based in Richmond, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Richmond, United States
- **Region:** North America
- **Address:** 11448 Robious Road, Richmond, VA 23235, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** midatlantic-capital.com
- **LinkedIn:** https://www.linkedin.com/company/midatlantic-capital-management-inc

## Regulatory record

- **CRD number:** 116524
- **SEC file number:** 801-64887
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116524

## About

MidAtlantic Capital Management is an SEC-registered investment adviser in Richmond, VA, since 2005. The firm manages $477 million in assets, $273 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### How does MidAtlantic Capital Management structure its client relationships?

MidAtlantic operates as a fee-only registered investment advisor. The firm does not accept commissions, referral fees, or any third-party payments. All client assets are held in separate custodial accounts — MidAtlantic never takes custody. This architecture means the firm's revenue depends entirely on advisory fees, not product sales.

### What investment strategies or asset classes does MidAtlantic emphasize?

MidAtlantic does not publish specific asset-class weightings, sector focuses, or named portfolio positions. The firm states that portfolios are individually managed according to each client's goals, income needs, risk tolerance, and tax consequences. It addresses retirement and 401(k) plan mandates alongside individual and institutional accounts.

### Who runs investment decisions at MidAtlantic Capital Management?

The firm's website references multiple principals but does not name them publicly. No individual portfolio managers, investment committee members, or CIO are identified in available disclosures. Direct contact information for principals is available only through the firm's biography pages, which were not publicly accessible at the time of this review.

## Related profiles

- [Mid Atlantic Bio Angels](https://altss.com/profile/mid-atlantic-bio-angels)
- [MidCap Equity Partners](https://altss.com/profile/midcap-equity-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/midatlantic-capital-management

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