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Midatlantic Capital Management, Inc.

Midatlantic Capital Management, Inc.. CRD 116524

Midatlantic Capital Management, Inc. logo

CRD: 116524

Midatlantic Capital Management, Inc.

Richmond, VA, 23235
8042729200
www.midatlantic-capital.com
$477.0M Total AUM
$273.4M Disc. AUM
9.0% 3Y CAGR
2 Employees
172 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท US Bank
Clients
Retail and Institutional
Platforms
--
Established Date
06-21-1996
Office Locations
2

Office Locations

11448 Robious Road Richmond VA
-- Midlothian VA

About Midatlantic Capital Management, Inc.

MidAtlantic Capital Management is an independent, fee-only RIA founded in 1992 providing customized investment management for individuals, IRAs, and institutions including retirement plans, corporations, endowments, and foundations. Portfolios are individually managed to client goals, income needs, risk tolerance, and tax considerations. The firm does not take custody; assets are held at third-party custodians such as Fidelity/NFS.

Team overview

63 AVG AGE
$238.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
25.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Insight alpha Radial delta Beacon zenith

Client Personas

Pathway Value catalyst

Custodian

Value unison Fusion

Investment Themes

Catalyst quantum Legacy quantum Horizon foundation

Investment Vehicles

Atlas Radial eagle

Services

Frontier vertex Focus quantum Frontier Pathway harbor Glacier Ember Unison alpha

Owner & Executives

JOHN FREDERICK DEPEW

JOHN FREDERICK DEPEW

Chief Compliance Officer, Founder, President, Principal

CRD
#2238367
Ownership
50% but less than 75%
(369) 702-9177
vital.fusion@quantumcapital.com
in linkedin.com/in/insight-prime
ROBERT BRENAMAN WRENN JR

ROBERT BRENAMAN WRENN JR

PRINCIPAL, VICE PRESIDENT

CRD
#5071471
Ownership
50% but less than 75%
(643) 435-1425
meridian.catalyst@eaglecapital.com
in linkedin.com/in/signal-timber

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-16-2022
03-14-2023
03-08-2024
03-13-2025
02-03-2026
Category Assets AVG. Account size
Discretionary $273,399,982 $902,310
Non-Discretionary $203,628,328 $10,181,416
Total $477,028,310 $1,476,868

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Separately Managed Accounts

Total SMA Asset: $477,028,310

$477.0M Total SMA
Public Funds:
31.3%
Cash:
20.7%
Equity - Exchange:
48.0%
Asset class Assets Assets %
Public Funds $1,670,343,878 31.3%
Cash $1,104,668,316 20.7%
Equity - Exchange $2,561,549,718 48.0%
Total $5,336,561,912 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
HARBOR ZENITH ELEMENT OAK FRONTIER YAS17ND8C XSXFI 0.80% $88,328,297
HORIZON TIMBER OPTIMA TIMBER SSV18EVRB PTA 3.37% $3,536,741
ALPHA TIMBER VERTEX VERTEX USV5SRDG7 OYQE 0.61% $118,392,455
EMBER SIGNAL LEGACY PEAK LEGACY ABB741280 LJF 6.32% $70,963,143
VITAL FUSION CREST DELTA OPTIMA QCG9HJCE1 VKU 10.56% $65,912,902
INSIGHT RADIAL ATLAS BRIDGE YTS2UADRH FDA 10.65% $11,885,226
CAPITAL CAPITAL PEAK CREST 5GLIZHY46 XIWN 2.27% $6,922,831
SIGNAL MOMENTUM FOUNDATION VERTEX ATLAS 8XFZL9DY0 EAX 8.37% $87,032,431

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