Midatlantic Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Richmond, VA. Its latest Form ADV filing, dated February 3, 2026, reports $477M in regulatory assets under management, 2 employees, and 323 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 44.2% of total clients.
Top client categories% of clientsClients
1
HNWI
44.2%
76
2
Individuals
40.7%
70
3
Pension Plans
11.6%
20
4
Charitable
1.2%
2
5
Corporations
1.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$477Mas of February 3, 2026
Discretionary57.3%
$273M
57% of total RAUM57.3%
Non-discretionary42.7%
$204M
43% of total RAUM42.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$477M
Total Accounts323
10Y AUM Change+$274M (+134.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee86:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.