Data / Investment advisers / Virginia / Midatlantic Capital Management, Inc.
Midatlantic Capital Management, Inc., Richmond, VA: $477 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Midatlantic Capital Management, Inc. is an SEC registered investment adviser with its main office in Richmond, Virginia and reports $477 million in regulatory assets under management in its Form ADV filed February 3, 2026. Its clients include pension and profit sharing plans, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Midatlantic Capital Management, Inc. (CRD number 116524): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 116524
- SEC file number
- 801-64887
- SEC status
- Approved, effective November 18, 2005
- Main office
- 11448 Robious Road, Richmond, VA 23235
- Phone
- (804) 272-9200
- Website
- midatlantic-capital.com
- Regulatory AUM
- $477,028,310 in the Form ADV filed February 3, 2026
- Discretionary AUM
- $273,399,982
- Non discretionary AUM
- $203,628,328
- Accounts
- 323
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 20 | $203.6 million |
| High net worth individuals | 76 | $197.7 million |
| Charitable organizations | 2 | $50 million |
| Individuals (other than high net worth individuals) | 70 | $20.1 million |
| Corporations or other businesses | 2 | $4.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $477 million | February 3, 2026 |
| December 1, 2025 | $448.1 million | March 13, 2025 |
Other advisers in Richmond
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Crow's Nest Holdings LP | Richmond | $636.6 million | 2 | adviserinfo.sec.gov |
| Juno Financial Group LLC | Richmond | $541.9 million | Not listed | adviserinfo.sec.gov |
| Founders Grove Wealth Partners, LLC | Richmond | $532.3 million | Not listed | adviserinfo.sec.gov |
| Cap91 Partners Management LLC | Richmond | $531 million | 2 | adviserinfo.sec.gov |
| Benefit Fiduciary Group LLC | Richmond | $529.4 million | Not listed | adviserinfo.sec.gov |
| Taylor Hoffman Capital Management | Richmond | $469.5 million | 1 | adviserinfo.sec.gov |
| Z3 Capital Partners | Richmond | $466.8 million | Not listed | adviserinfo.sec.gov |
| Acima Private Wealth LLC | Richmond | $420.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Richmond, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Midatlantic Capital Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.