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ATCAP PARTNERS, LLC

ROCKVILLE, MD · CRD 158214 · IAPD ↗ · 866-842-3356

$195.5MRegulatory AUM
23Advisory reps
26Employees
0Clients
0Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — ATCAP PARTNERS, LLC reported RAUM up 211% ($62.8M -> $195.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2026 — ATCAP PARTNERS, LLC notice-filed in CA, DC, IN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — ATCAP PARTNERS, LLC reported RAUM down 25% ($84.2M -> $62.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.