Midatlantic Capital Management, Inc.
- Regulatory AUM
- $477M
- Discretionary
- $273M
- Clients
- 172
- Avg AUM / client
- $2.8M
- Accounts
- 323
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $20.1M | 4.22% |
| High net worth individuals | 76 | $198M | 41.4% |
| Pension and profit sharing plans | 20 | $204M | 42.7% |
| Charitable organizations | 2 | $50.0M | 10.5% |
| Corporations and other businesses | 2 | $4.8M | 1.01% |
| Other | 2 | $735K | 0.15% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Waco, Inc. 401(k) Retirement & Savings Plan Waco, Inc. | 2024 | |
| Old Dominion Insulation, Inc. 401(k) Plan Old Dominion Insulation, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Frederick Depew | President And Chief Compliance Officer | Aug 1993 (33y) | 50% – 75% | |
| Robert Brenaman Wrenn | Principal | Jan 2006 (21y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Waco, Inc. 401(k) Retirement & Savings Plan | Waco, Inc. | 405 | $27.6M | 01/01/2024 |
| Old Dominion Insulation, Inc. 401(k) Plan | Old Dominion Insulation, Inc. | 823 | $12.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $222M (46% of AUM) Feb 2026
- Ascensus Trust Company $118M (28% of AUM) Mar 2024
- U.S. Bancorp Investments, Inc. $49.9M (10% of AUM) Feb 2026
- Newport Group, Inc. $39.0M (10% of AUM) Mar 2022
- U.S. Bank $33.0M (9% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗