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MCP ADVISERS, LLC

ATLANTA, GA · CRD 328391 · IAPD ↗ · 610-897-0900

$400.0MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
December 2024 — MCP ADVISERS, LLC (ATLANTA, GA) is newly SEC-registered with $400.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
45
October 2024 — MCP ADVISERS, LLC (ATLANTA, GA) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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