Atcap Partners, Llc
- Regulatory AUM
- $196M
- Discretionary
- $196M
- Clients
- 349
- Avg AUM / client
- $560K
- Accounts
- 349
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 150 | $27.9M | 14.2% |
| High net worth individuals | 192 | $138M | 70.7% |
| Pension and profit sharing plans | 5 | $24.9M | 12.7% |
| Charitable organizations | 2 | $4.5M | 2.31% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sunrise Detoxification Center, Llc 401(k) Plan Sunrise Detoxification Center, Llc | 2024 | |
| Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust Max Surgical Specialty Managem | 2024 |
People (30)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ayers Rigsby, Mary, Catherine | Ceo | Apr 2011 (15y) | Less than 5% | |
| Goldwasser, Dirk, David | Owner | Aug 2019 (7y) | 50% – 75% of Normandy Shores, Llc (indirect) | |
| Angela Williams Holland | Cco | Mar 2022 (4y) | Less than 5% | |
| Brown, David, Peter | Owner | Nov 2023 (3y) | GP / trustee / elected manager of Dgbm Holdings, Llc (indirect) | |
| Dewey, Christopher, Claiborne | Owner | Nov 2023 (3y) | GP / trustee / elected manager of Dgbm Holdings, Llc (indirect) | |
| Goldwasser, Mark, Harry | Owner | Nov 2023 (3y) | 50% – 75% of Normandy Shores, Llc (indirect) | |
| Donna Marie Mcgill | Registered representative | Apr 2017 (9y) | ||
| Damian Humberto Defex | Registered representative | Jul 2022 (4y) | ||
| Farrel Alain Liger | Registered representative | Chartered Financial Consultant | Jul 2022 (4y) | |
| Jean Gabriel Cocinescu | Registered representative | Jul 2022 (4y) | ||
| Jesse L Weissberger | Registered representative | Jul 2022 (4y) | ||
| Joseph Varvara | Registered representative | Jul 2022 (4y) | ||
| Kevin Robert Smith | Registered representative | Jul 2022 (4y) | ||
| Nicholas James Scaturro | Registered representative | Jul 2022 (4y) | ||
| Daniel John Fred | Registered representative | Jul 2022 (4y) | ||
| James Vincenzo Lombardo | Registered representative | Jul 2022 (4y) | ||
| Marc Lester Goldstein | Registered representative | Aug 2022 (4y) | ||
| Carol Jacquelyn Zelenke | Registered representative | Aug 2022 (4y) | ||
| Kenneth Drekou | Registered representative | Aug 2022 (4y) | ||
| Andrew P Massaro | Registered representative | Aug 2022 (4y) | ||
| Carter David Mansbach | Registered representative | Nov 2022 (4y) | ||
| Eric Robert Hilderbrand | Registered representative | Jan 2024 (3y) | ||
| Michael John Cassella | Registered representative | Jan 2024 (3y) | ||
| Anthony G Logiudice | Registered representative | Jul 2024 (2y) | ||
| Brian Todd Cohen | Registered representative | Dec 2024 (2y) | ||
| Daniel Wilson | Registered representative | Jan 2025 (2y) | ||
| Stephen Gregory Marek | Registered representative | Mar 2025 (1y) | ||
| Matthew Thomas Hoesly | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Michelle Louise Hoesly | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Sara Alluisi Galvin | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Advisors Preferred Holding, Llc | Owner Of Atcap Partners, Llc | Jun 2016 | A | 75% or more |
| Dgbm Holdings, Llc | Owner | Nov 2023 | B | ≈ 56.25% – 100% via Advisors Preferred Holding, Llc |
| Normandy Shores, Llc | Owner | Nov 2023 | B | GP / trustee / elected manager of Dgbm Holdings, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dgbm Holdings, Llc: 75% – 100% of Advisors Preferred Holding, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 |
|---|---|---|---|---|
| Sunrise Detoxification Center, Llc 401(k) Plan | Sunrise Detoxification Center, Llc | 331 | $8.1M | 01/01/2024 |
| Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust | Max Surgical Specialty Managem | 300 | $17.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.13 MB | 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • WRAP FEE BASED ON PERCENTAGE OF ASSETS UNDER MANAGEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Market timing services
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $13.0M (7% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗