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ATEGRA CAPITAL MANAGEMENT, LLC

VIENNA, VA · CRD 164245 · IAPD ↗ · ategracapital.com · 703-564-9131

$190.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
April 2025 — ATEGRA CAPITAL MANAGEMENT, LLC reported RAUM up 31% ($117.3M -> $153.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
August 2024 — ATEGRA CAPITAL MANAGEMENT, LLC reported RAUM down 65% ($334.2M -> $117.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
August 2024 — ATEGRA CAPITAL MANAGEMENT, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2024 — ATEGRA CAPITAL MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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