Mid Atlantic Securities, Inc.
$239M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$146M
$395M
2019
2025
Same-firm comparison: 1 firms that reported Mid Atlantic Securities, Inc. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Excel Wealth Management, Llc | $239M | $310M | 77.0% | 03/16/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.