$169.0K Total AUM
$169.0K Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-23-2025
- Office Locations
- 2
Office Locations
-- Johns Creek GA
-- Woodstock GA
About Mcap Investment Management, LLC
Mcap Investment Management, LLC is a Woodstock-based RIA with 2 offices. The firm has been operating for 1 years. Managing $169.0K in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
51 AVG AGE
$84.5K AVG AUM / ADVISOR
$169.0K AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
A
Alexander Stewart Duncan
--
- CRD
- #8093382
- Ownership
- 50% but less than 75%
Available
Available
Available
N
NIMISH NAVIN PATEL
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2601892
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,998 | -- |
| Non-Discretionary | $0 | -- |
| Total | $168,998 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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