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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

AC WEALTH PARTNERS

ATEGENOS CAPITAL, LLC, CRD 326708

BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:413a5488-44f8-2d93-d85c-5617d65abd60

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 37
Dated events: 7
On other graphs: 0
Observed: Apr 21, 2023 to Mar 26, 2026
12 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Bain Capital Fund Xiii, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.34 fund_share=0.0 institutional_share=0.08 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $859M
Private client RAUM: $368MderivedItem 5.D individuals plus high net worth individuals
Private client share: 34%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $178Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,219
Individual clients: 271
High net worth clients: 98
SEC number: 801-128024
CRD: 326708
Filings on the tape: 12
First filed: Apr 21, 2023
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, DE
Website: acwealthpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON BRADFORD MOORE	n/a	BERWYN, PA	2	23	6	no
BRENDAN PATRICK MCCONNELL	n/a	BERWYN, PA	2	26	3	no
WILLIAM THOMAS COLE	Certified Financial Planner\|Chartered Financial Analyst	BERWYN, PA	2	20	5	no
JOHN EDWARD COYNE	n/a	BERWYN, PA	2	45	2	no
MICHAEL JOHN KERR	Chartered Financial Analyst	BERWYN, PA	2	11	5	no
JAMES JOSEPH TRACY	n/a	BERWYN, PA	0	33	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
366, LLC	Shareholder	C	yes	05/2022	Mar 26, 2026	Mar 26, 2026
COLE, WILLIAM, THOMAS	CHIEF WEALTH OFFICER	Na	yes	12/2025	Mar 26, 2026	Mar 26, 2026
COYNE, JOHN, EDWARD	Chairman	Na	yes	05/2022	Mar 26, 2026	Mar 26, 2026
ENVESTNET HOLDINGS, LLC	Shareholder	C	yes	05/2022	Mar 26, 2026	Mar 26, 2026
MCCONNELL, BRENDAN, PATRICK	CHIEF OPERATING OFFICER	Na	yes	05/2022	Mar 26, 2026	Mar 26, 2026
MOORE, JASON, BRADFORD	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	10/2022	Mar 26, 2026	Mar 26, 2026
366, LLC	Shareholder	E	yes	05/2022	Apr 21, 2023	Dec 18, 2024
BCPE PEQUOD BUYER, INC.	EQUITY HOLDER	E	yes	11/2024	Dec 18, 2024	Dec 18, 2024
BCPE PEQUOD INTERMEDIATE, LLC	EQUITY HOLDER	E	yes	11/2024	Dec 18, 2024	Dec 18, 2024
BCPE PEQUOD INVESTOR, LP	EQUITY HOLDER	D	yes	11/2024	Dec 18, 2024	Dec 18, 2024
BCPE PEQUOD PARENT , INC.	EQUITY HOLDER	E	yes	11/2024	Dec 18, 2024	Dec 18, 2024
BCPE PEQUOD TOPCO, LP	EQUITY HOLDER	E	yes	11/2024	Dec 18, 2024	Dec 18, 2024
ENVESTNET, INC	Shareholder	E	yes	03/2018	Apr 21, 2023	Dec 18, 2024
MAGNOTTA, AMY, LYNN	CO-CHIEF INVESTMENT OFFICER	Na	yes	10/2022	Apr 21, 2023	Dec 18, 2024
RAUPP, JEFFREY, WILLIAM	CO-CHIEF INVESTMENT OFFICER	Na	yes	05/2022	Apr 21, 2023	Dec 18, 2024
ATEGENOS CAPITAL MANAGEMENT	Shareholder	B	no	05/2022	Mar 26, 2026	Mar 26, 2026
ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC	Shareholder	B	no	05/2022	Apr 21, 2023	Dec 18, 2024
BAIN CAPITAL FUND XIII, L.P.	EQUITY HOLDER	C	no	11/2024	Dec 18, 2024	Dec 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ENVESTNET ASSET MANAGEMENT, INC.	n/a	Independent wealth	$615B	N	yes	n/a
ENVESTNET PORTFOLIO SOLUTIONS, INC.	n/a	Independent wealth	$17B	N	yes	n/a
ENVESTNET RETIREMENT SOLUTIONS, LLC	n/a	Institutional manager	$16B	N	yes	n/a
QRG CAPITAL MANAGEMENT, INC.	n/a	Independent wealth	$11B	N	yes	n/a
FDX ADVISORS, INC.	n/a	Asset manager	$833M	N	yes	n/a
ENVESTNET SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a
FIDX GROUP LLC	n/a	n/a	n/a	N	yes	n/a
FIDX MARKETS LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$1.1B	$859M	13	3	n/a	n/a
2024	Mar 7, 2025	$466M	$360M	16	5	n/a	n/a
2023	Jan 31, 2024	$131M	$131M	12	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	2	-1	33.3%	0	1	0	9	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$466M	129.3%	n/a	n/a	13	16	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ORION PORTFOLIO SOLUTIONS, LLC	3	Jun 3, 2022	Sep 25, 2023	BERWYN, PA	Team lift out	RIA to new firm	2.0%

Relationships

Affiliated with (11)

← FDX ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
← ENVESTNET PORTFOLIO SOLUTIONS, INC.Registered adviserother investment adviser, common control
factForm ADV
← ENVESTNET PMCRegistered adviserother investment adviser, common control
factForm ADV
← ENVESTNET RETIREMENT SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← QRG CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
→ FDX ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ ENVESTNET PORTFOLIO SOLUTIONS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ ENVESTNET PMCRegistered adviserother investment adviser, common control
factForm ADV
→ ENVESTNET RETIREMENT SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ QRG CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
← ENVESTNET EMBEDDED ADVISORY, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (9)

← JAMES JOSEPH TRACYAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← MICHAEL JOHN KERRAdvisorregistration: current employment
Apr 24, 2024 to presentfactForm ADV
← JOHN EDWARD COYNEAdvisorregistration: current employment
Sep 27, 2023 to presentfactForm ADV
← JASON BRADFORD MOOREAdvisorregistration: current employment
Sep 25, 2023 to presentfactForm ADV
← BRENDAN PATRICK MCCONNELLAdvisorregistration: current employment
Sep 25, 2023 to presentfactForm ADV
← WILLIAM THOMAS COLEAdvisorregistration: current employment
Sep 25, 2023 to presentfactForm ADV
← George Brooks WrightnourAdvisorregistration: previous registration
Sep 5, 2024 to Aug 13, 2026factForm ADV
← Nicholas James CoccioAdvisorregistration: previous registration
Mar 25, 2024 to Dec 1, 2025factForm ADV
← MICHAEL EDWARD BRADYAdvisorregistration: previous registration
Sep 25, 2023 to Dec 3, 2024factForm ADV

Controls (12)

← MOORE, JASON, BRADFORDOwnerCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 21, 2023 to Dec 18, 2024factForm ADV
← RAUPP, JEFFREY, WILLIAMOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Apr 21, 2023 to Dec 18, 2024factForm ADV
← MAGNOTTA, AMY, LYNNOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Apr 21, 2023 to Dec 18, 2024factForm ADV
← MCCONNELL, BRENDAN, PATRICKOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Apr 21, 2023 to Dec 18, 2024factForm ADV
← COYNE, JOHN, EDWARDOwnerCHAIRMAN, ownership code NA, individual
Apr 21, 2023 to Dec 18, 2024factForm ADV
← 366, LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Apr 21, 2023 to Dec 18, 2024factForm ADV
← BCPE PEQUOD BUYER, INC.OwnerEQUITY HOLDER, ownership code E, domestic entity
Dec 18, 2024 to Dec 18, 2024factForm ADV
← BCPE PEQUOD INTERMEDIATE, LLCOwnerEQUITY HOLDER, ownership code E, domestic entity
Dec 18, 2024 to Dec 18, 2024factForm ADV
← BCPE PEQUOD INVESTOR, LPOwnerEQUITY HOLDER, ownership code D, domestic entity
Dec 18, 2024 to Dec 18, 2024factForm ADV
← BCPE PEQUOD PARENT , INC.OwnerEQUITY HOLDER, ownership code E, domestic entity
Dec 18, 2024 to Dec 18, 2024factForm ADV
← BCPE PEQUOD TOPCO, LPOwnerEQUITY HOLDER, ownership code E, domestic entity
Dec 18, 2024 to Dec 18, 2024factForm ADV
← ENVESTNET HOLDINGS, LLCOwnerSHAREHOLDER, ownership code C, domestic entity
Apr 21, 2023 to Dec 18, 2024factForm ADV

Owns (2)

← ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLCOwnerSHAREHOLDER, ownership code B, domestic entity
Apr 21, 2023 to Dec 18, 2024factForm ADV
← BAIN CAPITAL FUND XIII, L.P.OwnerEQUITY HOLDER, ownership code C, domestic entity
Dec 18, 2024 to Dec 18, 2024factForm ADV

Moved with (1)

← ORION PORTFOLIO SOLUTIONS, LLCRegistered adviser3 advisors, team lift out
Jun 3, 2022 to Sep 25, 2023factForm ADV

Dated events

Occurred
Aug 13, 2026
Advisor changed firm
George Brooks Wrightnour left Ac Wealth Partners for Capital Client Group, Inc. (registered 2026-08-28)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2026
Regulatory AUM changed
Ac Wealth Partners reported RAUM $1.1B, up 129% from $466.4M (2026-01-02 to 2026-03-26)
Form ADVobserved 4 days ago
$603M
Occurred
Dec 1, 2025
Advisor changed firm
Nicholas James Coccio left Ac Wealth Partners for Zacks Investment Management, Inc. (registered 2025-12-04)
Form ADVobserved 4 days ago
Occurred
Mar 7, 2025
Regulatory AUM changed
Ac Wealth Partners reported RAUM $466.4M, up 257% from $130.6M (2025-01-07 to 2025-03-07)
Form ADVobserved 4 days ago
$336M
Occurred
Dec 3, 2024
Advisor changed firm
Michael Edward Brady left Ac Wealth Partners for Virtus Investment Advisers, Llc (registered 2025-02-10)
Form ADVobserved 4 days ago
Occurred
Apr 21, 2023
First Form ADV filing
Ategenos Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
Jun 3, 2022
Team lift-out
3 advisors left Orion Portfolio Solutions, LLC (Berwyn, PA) for AC Wealth Partners within 7 days
Form ADVobserved 3 days ago
3 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:413a5488-44f8-2d93-d85c-5617d65abd60
First observed: Apr 21, 2023
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AC WEALTH PARTNERS

ATEGENOS CAPITAL, LLC, CRD 326708

BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:413a5488-44f8-2d93-d85c-5617d65abd60

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON BRADFORD MOORE

n/a

BERWYN, PA

BRENDAN PATRICK MCCONNELL

n/a

BERWYN, PA

WILLIAM THOMAS COLE

Certified Financial Planner|Chartered Financial Analyst

BERWYN, PA

JOHN EDWARD COYNE

n/a

BERWYN, PA

MICHAEL JOHN KERR

Chartered Financial Analyst

BERWYN, PA

JAMES JOSEPH TRACY

n/a

BERWYN, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

366, LLC

Shareholder

yes

05/2022

Mar 26, 2026

COLE, WILLIAM, THOMAS

CHIEF WEALTH OFFICER

yes

12/2025

Mar 26, 2026

COYNE, JOHN, EDWARD

Chairman

yes

05/2022

Mar 26, 2026

ENVESTNET HOLDINGS, LLC

Shareholder

yes

05/2022

Mar 26, 2026

MCCONNELL, BRENDAN, PATRICK

CHIEF OPERATING OFFICER

yes

05/2022

Mar 26, 2026

MOORE, JASON, BRADFORD

CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

10/2022

Mar 26, 2026

366, LLC

Shareholder

yes

05/2022

Apr 21, 2023

Dec 18, 2024

BCPE PEQUOD BUYER, INC.

EQUITY HOLDER

yes

11/2024

Dec 18, 2024

BCPE PEQUOD INTERMEDIATE, LLC

EQUITY HOLDER

yes

11/2024

Dec 18, 2024

BCPE PEQUOD INVESTOR, LP

EQUITY HOLDER

yes

11/2024

Dec 18, 2024

BCPE PEQUOD PARENT , INC.

EQUITY HOLDER

yes

11/2024

Dec 18, 2024

BCPE PEQUOD TOPCO, LP

EQUITY HOLDER

yes

11/2024

Dec 18, 2024

ENVESTNET, INC

Shareholder

yes

03/2018

Apr 21, 2023

Dec 18, 2024

MAGNOTTA, AMY, LYNN

CO-CHIEF INVESTMENT OFFICER

yes

10/2022

Apr 21, 2023

Dec 18, 2024

RAUPP, JEFFREY, WILLIAM

CO-CHIEF INVESTMENT OFFICER

yes

05/2022

Apr 21, 2023

Dec 18, 2024

ATEGENOS CAPITAL MANAGEMENT

Shareholder

05/2022

Mar 26, 2026

ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC

Shareholder

05/2022

Apr 21, 2023

Dec 18, 2024

BAIN CAPITAL FUND XIII, L.P.

EQUITY HOLDER

11/2024

Dec 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ENVESTNET ASSET MANAGEMENT, INC.

n/a

Independent wealth

$615B

yes

n/a

ENVESTNET PORTFOLIO SOLUTIONS, INC.

n/a

Independent wealth

$17B

yes

n/a

ENVESTNET RETIREMENT SOLUTIONS, LLC

n/a

Institutional manager

$16B

yes

n/a

QRG CAPITAL MANAGEMENT, INC.

n/a

Independent wealth

$11B

yes

n/a

FDX ADVISORS, INC.

n/a

Asset manager

$833M

yes

n/a

ENVESTNET SECURITIES, INC.

n/a

yes

n/a

FIDX GROUP LLC

n/a

yes

n/a

FIDX MARKETS LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$1.1B

$859M

n/a

2024

Mar 7, 2025

$466M

$360M

n/a

2023

Jan 31, 2024

$131M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$466M

129.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ORION PORTFOLIO SOLUTIONS, LLC

Jun 3, 2022

Sep 25, 2023

BERWYN, PA

Team lift out

RIA to new firm

2.0%