Mag Cap is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ridgeland, MS. Its latest Form ADV filing, dated March 9, 2026, reports $1.7B in regulatory assets under management, 18 employees, 3 offices, and 4,324 accounts.
Assets Under Management
$1.7B
Employees
18
Offices
3 offices
Total Clients
1,566
Primary office
RIDGELAND, MS
1076 HIGHLAND COLONY PARKWAY, SUITE 291, RIDGELAND, MS, United States
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
1,201
2
HNWI
15.1%
236
3
Pension Plans
5.1%
80
4
Corporations
2.6%
40
5
Charitable
0.5%
8
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 9, 2026
Discretionary61.5%
$1.0B
61% of total RAUM61.5%
Non-discretionary38.5%
$651M
39% of total RAUM38.5%
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$1.7B
Total Accounts4,324
10Y AUM Change+$1.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee87:1
10Y Employee Change+11 (+157.1%)
* 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.