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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ATCAP PARTNERS, LLC

CRD 158214

ROCKVILLE, MD

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:9120f9ba-869a-0e95-4d8d-c43da9d0e0c3

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 44
Dated events: 13
On other graphs: 0
Observed: Mar 30, 2012 to Apr 1, 2026
43 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.15 related_bd=true related_bank=true bd_reps=26.0 bank_owner=false
Regulatory AUM: $196MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $196M
Private client RAUM: $166MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 26
RAUM per advisor: $7.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 26
Advisory employees: 23
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 349
Individual clients: 150
High net worth clients: 192
SEC number: 801-72617
CRD: 158214
Filings on the tape: 43
First filed: Mar 30, 2012
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, MD

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
DONNA MARIE MCGILL	n/a	Marlton, NJ	9	20	1	yes
JESSE L WEISSBERGER	n/a	Woodcliff Lake, NJ	4	21	3	yes
DAMIAN HUMBERTO DEFEX	n/a	New Yok, NY	4	32	1	yes
JOSEPH VARVARA	n/a	Staten Island, NY	4	20	2	yes
KEVIN ROBERT SMITH	n/a	New York, NY	4	18	2	yes
JEAN GABRIEL COCINESCU	n/a	New York, NY	4	17	1	yes
FARREL ALAIN LIGER	Chartered Financial Consultant	New York, NY	4	11	1	yes
NICHOLAS JAMES SCATURRO	n/a	New York, NY	4	14	1	yes
DANIEL JOHN FRED	n/a	New York, NY	4	29	1	yes
JAMES VINCENZO LOMBARDO	n/a	New York, NY	4	32	2	yes
MARC LESTER GOLDSTEIN	n/a	New York, NY	4	33	2	yes
CAROL JACQUELYN ZELENKE	n/a	Ashburn, VA	4	16	3	yes
KENNETH DREKOU	n/a	Palm Beach Gardens, FL	4	31	1	yes
ANDREW P MASSARO	n/a	South Norwalk, CT	4	10	1	yes
CARTER DAVID MANSBACH	n/a	Jupiter, FL	3	32	2	yes
ERIC ROBERT HILDERBRAND	n/a	ROCKVILLE, MD	2	30	1	yes
MICHAEL JOHN CASSELLA	n/a	ROCKVILLE, MD	2	13	n/a	yes
ANTHONY G LOGIUDICE	n/a	ROCKVILLE, MD	2	10	n/a	yes
BRIAN TODD COHEN	n/a	ROCKVILLE, MD	1	31	1	yes
Daniel Wilson	n/a	ROCKVILLE, MD \| Riverview, FL	1	12	5	yes
STEPHEN GREGORY MAREK	n/a	New York, NY \| ROCKVILLE, MD	1	32	1	yes
MATTHEW THOMAS HOESLY	Certified Financial Planner\|Chartered Financial Consultant	ROCKVILLE, MD	0	20	2	yes
MICHELLE LOUISE HOESLY	Chartered Financial Consultant	ROCKVILLE, MD	0	45	1	yes
Sara Alluisi Galvin	n/a	ROCKVILLE, MD	0	19	1	yes
KEENAN BRATHWAITE	n/a	New York, NY	0	11	n/a	yes

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
ADVISORS PREFERRED HOLDING, LLC	OWNER OF ATCAP PARTNERS, LLC	E	yes	06/2016	Jun 30, 2016	Mar 27, 2024
AYERS-RIGSBY, MARY, CATHERINE	Ceo	Na	yes	04/2011	Mar 30, 2012	Mar 27, 2024
BROWN, DAVID, PETER	Owner	F	yes	11/2023	Oct 11, 2019	Mar 27, 2024
DEWEY, CHRISTOPHER, CLAIBORNE	Owner	F	yes	11/2023	Oct 11, 2019	Mar 27, 2024
DGBM HOLDINGS, LLC	Owner	E	yes	11/2023	Mar 27, 2024	Mar 27, 2024
GOLDWASSER, DIRK, DAVID	Owner	D	yes	08/2019	Oct 11, 2019	Mar 27, 2024
GOLDWASSER, MARK, HARRY	Owner	D	yes	11/2023	Oct 11, 2019	Mar 27, 2024
HOLLAND, ANGELA, LYNNETTE	Cco	Na	yes	03/2022	Mar 29, 2018	Mar 27, 2024
NORMANDY SHORES, LLC	Owner	F	yes	11/2023	Oct 11, 2019	Mar 27, 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
INNOVATION X ADVISORS, LLC	n/a	Asset manager	$4.5B	N	yes	n/a
ADVISORS PREFERRED LLC	n/a	Asset manager	$1.7B	N	yes	n/a
CEROS FINANCIAL SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
CEROS VERMOEGENSVERWALTUNG AG	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	14	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes

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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$196M	$196M	26	23	4	n/a	n/a
2024	Mar 25, 2025	$62.9M	$62.9M	23	20	4	n/a	n/a
2023	Mar 27, 2024	$84.2M	$84.2M	23	20	4	n/a	n/a
2022	Mar 30, 2023	$75.6M	$44.8M	23	20	4	n/a	n/a
2021	Mar 30, 2022	$16.1M	$16.1M	9	6	2	n/a	n/a
2020	Mar 30, 2021	$15.4M	$15.4M	10	5	2	n/a	n/a
2019	Mar 30, 2020	$12.0M	$12.0M	10	5	2	n/a	n/a
2018	Mar 29, 2019	$13.0M	$13.0M	10	5	3	n/a	n/a
2017	Mar 29, 2018	$35.0M	$35.0M	9	2	3	n/a	n/a
2016	Mar 31, 2017	$33.2M	$33.2M	7	2	n/a	n/a	n/a
2015	Mar 29, 2016	$0	$0	7	2	n/a	n/a	n/a
2014	Mar 31, 2015	n/a	n/a	8	2	n/a	n/a	n/a
2013	Mar 28, 2014	$0	$0	6	2	n/a	n/a	n/a
2012	Mar 28, 2013	$0	$0	5	2	n/a	n/a	n/a
2011	Mar 30, 2012	$0	$0	n/a	n/a	n/a	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
3	0	3	0.0%	0	0	0	7	1

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	$196M	$62.9M	210.6%	$75.6M	37.3%	26	23	4	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RESOURCE 1, INC.	3	Mar 31, 2026	Apr 2, 2026	NORFOLK, VA	Firm absorbed	RIA to RIA	100.0%
B. RILEY WEALTH ADVISORS, INC.	10	Jul 21, 2022	Nov 8, 2022	NEW YORK, NY	Team lift out	Ibd to RIA	4.0%

Relationships

Registered with (28)

← KEENAN BRATHWAITEAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← Sara Alluisi GalvinAdvisorregistration: current employment
Apr 2, 2026 to presentfactForm ADV
← MICHELLE LOUISE HOESLYAdvisorregistration: current employment
Apr 1, 2026 to presentfactForm ADV
← MATTHEW THOMAS HOESLYAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← STEPHEN GREGORY MAREKAdvisorregistration: current employment
Mar 12, 2025 to presentfactForm ADV
← ANGELA WILLIAMS HOLLANDAdvisorregistration: current employment
Jan 16, 2025 to presentfactForm ADV
← Daniel WilsonAdvisorregistration: current employment
Jan 6, 2025 to presentfactForm ADV
← BRIAN TODD COHENAdvisorregistration: current employment
Dec 3, 2024 to presentfactForm ADV
← ANTHONY G LOGIUDICEAdvisorregistration: current employment
Jul 5, 2024 to presentfactForm ADV
← MICHAEL JOHN CASSELLAAdvisorregistration: current employment
Jan 22, 2024 to presentfactForm ADV
← ERIC ROBERT HILDERBRANDAdvisorregistration: current employment
Jan 11, 2024 to presentfactForm ADV
← CARTER DAVID MANSBACHAdvisorregistration: current employment
Nov 8, 2022 to presentfactForm ADV
← ANDREW P MASSAROAdvisorregistration: current employment
Aug 26, 2022 to presentfactForm ADV
← KENNETH DREKOUAdvisorregistration: current employment
Aug 22, 2022 to presentfactForm ADV
← CAROL JACQUELYN ZELENKEAdvisorregistration: current employment
Aug 14, 2022 to presentfactForm ADV
← MARC LESTER GOLDSTEINAdvisorregistration: current employment
Aug 11, 2022 to presentfactForm ADV
← JAMES VINCENZO LOMBARDOAdvisorregistration: current employment
Jul 28, 2022 to presentfactForm ADV
← DANIEL JOHN FREDAdvisorregistration: current employment
Jul 26, 2022 to presentfactForm ADV
← JESSE L WEISSBERGERAdvisorregistration: current employment
Jul 22, 2022 to presentfactForm ADV
← DAMIAN HUMBERTO DEFEXAdvisorregistration: current employment
Jul 22, 2022 to presentfactForm ADV
← JOSEPH VARVARAAdvisorregistration: current employment
Jul 22, 2022 to presentfactForm ADV
← KEVIN ROBERT SMITHAdvisorregistration: current employment
Jul 22, 2022 to presentfactForm ADV
← JEAN GABRIEL COCINESCUAdvisorregistration: current employment
Jul 22, 2022 to presentfactForm ADV
← FARREL ALAIN LIGERAdvisorregistration: current employment
Jul 22, 2022 to presentfactForm ADV
← NICHOLAS JAMES SCATURROAdvisorregistration: current employment
Jul 22, 2022 to presentfactForm ADV
← DONNA MARIE MCGILLAdvisorregistration: current employment
Apr 4, 2017 to presentfactForm ADV
← BRENNEN T GERHARTAdvisorregistration: previous registration
Jul 28, 2022 to Aug 15, 2025factForm ADV
← BRUCE PASQUALE DELAURENTISAdvisorregistration: previous registration
Mar 7, 2016 to Mar 27, 2020factForm ADV

Affiliated with (5)

→ ADVISORS PREFERRED LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ INNOVATION X ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← INNOVATION X ADVISORSRegistered adviserother investment adviser
factForm ADV
← ADVISORS PREFERRED LLCRegistered adviserother investment adviser, common control
factForm ADV
← FOOTHILL SECURITIES, INC.Registered adviserother investment adviser
factForm ADV

Moved with (2)

← RESOURCE 1, INC.Registered adviser3 advisors, firm absorbed
Mar 31, 2026 to Apr 2, 2026factForm ADV
← B. RILEY WEALTH ADVISORS, INC.Registered adviser9 advisors, team lift out
Jul 21, 2022 to Nov 8, 2022factForm ADV

Controls (9)

← BROWN, DAVID, PETEROwnerOWNER, ownership code F, individual
Oct 11, 2019 to Mar 27, 2024factForm ADV
← GOLDWASSER, MARK, HARRYOwnerOWNER, ownership code D, individual
Oct 11, 2019 to Mar 27, 2024factForm ADV
← GOLDWASSER, DIRK, DAVIDOwnerOWNER, ownership code D, individual
Oct 11, 2019 to Mar 27, 2024factForm ADV
← HOLLAND, ANGELA, LYNNETTEOwnerCCO, ownership code NA, individual
Mar 29, 2018 to Mar 27, 2024factForm ADV
← DEWEY, CHRISTOPHER, CLAIBORNEOwnerOWNER, ownership code F, individual
Oct 11, 2019 to Mar 27, 2024factForm ADV
← AYERS-RIGSBY, MARY, CATHERINEOwnerCEO, ownership code NA, individual
Mar 30, 2012 to Mar 27, 2024factForm ADV
← ADVISORS PREFERRED HOLDING, LLCOwnerOWNER OF ATCAP PARTNERS, LLC, ownership code E, domestic entity
Jun 30, 2016 to Mar 27, 2024factForm ADV
← DGBM HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Mar 27, 2024 to Mar 27, 2024factForm ADV
← NORMANDY SHORES, LLCOwnerOWNER, ownership code F, domestic entity
Oct 11, 2019 to Mar 27, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 1, 2026
Regulatory AUM changed
Atcap Partners, Llc reported RAUM $195.5M, up 211% from $62.8M (2026-03-30 to 2026-04-01)
Form ADVobserved 4 days ago
$133M
Occurred
Mar 31, 2026
Firm absorbed
Resource 1, Inc.'s advisors moved to Atcap Partners, LLC (Norfolk, VA): 3 of 3 registered, a day apart
Form ADVobserved 4 days ago
3 advisors
Occurred
Aug 15, 2025
Advisor changed firm
Brennen T Gerhart left Atcap Partners, Llc for Equitable Advisors, Llc (registered 2025-08-18)
Form ADVobserved 4 days ago
Occurred
Jul 21, 2022
Team lift-out
9 advisors left B. Riley Wealth Advisors, Inc. (New York, NY) for Atcap Partners, LLC a day apart
Form ADVobserved 4 days ago
9 advisors
Occurred
Mar 30, 2022
Control person left
Anne Isabelle Ayers-Rigsby (Cco) no longer on Schedule A of Atcap Partners, Llc (listed 2021-03-30, absent 2022-03-30)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2020
Control person joined
Anne Isabelle Ayers-Rigsby (Cco) appeared on Schedule A of Atcap Partners, Llc
Form ADVobserved 4 days ago
Occurred
Dec 11, 2020
Control person left
Michael Robert Fox (Chief Compliance Officer) no longer on Schedule A of Atcap Partners, Llc (listed 2020-11-03, absent 2020-12-11)
Form ADVobserved 4 days ago
Occurred
Oct 11, 2019
Control person joined
Harry Mark Goldwasser (Partner) appeared on Schedule A of Atcap Partners, Llc
Form ADVobserved 4 days ago
Occurred
Oct 11, 2019
Control person joined
Peter David Brown (Partner) appeared on Schedule A of Atcap Partners, Llc
Form ADVobserved 4 days ago
Occurred
Oct 11, 2019
Control person joined
Claiborne Christopher Dewey (Partner) appeared on Schedule A of Atcap Partners, Llc
Form ADVobserved 4 days ago
Occurred
Oct 11, 2019
Control person joined
David Dirk Goldwasser (Partner) appeared on Schedule A of Atcap Partners, Llc
Form ADVobserved 4 days ago
Occurred
Oct 11, 2019
Control person left
Franz Winklbauer (Shareholder) no longer on Schedule A of Atcap Partners, Llc (listed 2019-03-29, absent 2019-10-11)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 12, 2022
Atcap Partners, Llc reported 16 state-registered advisory representatives, up from 2 (2022-08-24 to 2022-09-12)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9120f9ba-869a-0e95-4d8d-c43da9d0e0c3
First observed: Mar 30, 2012
Last observed: Apr 1, 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.

ATCAP PARTNERS, LLC

CRD 158214

ROCKVILLE, MD

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:9120f9ba-869a-0e95-4d8d-c43da9d0e0c3

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONNA MARIE MCGILL

n/a

Marlton, NJ

yes

JESSE L WEISSBERGER

n/a

Woodcliff Lake, NJ

yes

DAMIAN HUMBERTO DEFEX

n/a

New Yok, NY

yes

JOSEPH VARVARA

n/a

Staten Island, NY

yes

KEVIN ROBERT SMITH

n/a

New York, NY

yes

JEAN GABRIEL COCINESCU

n/a

New York, NY

yes

FARREL ALAIN LIGER

Chartered Financial Consultant

New York, NY

yes

NICHOLAS JAMES SCATURRO

n/a

New York, NY

yes

DANIEL JOHN FRED

n/a

New York, NY

yes

JAMES VINCENZO LOMBARDO

n/a

New York, NY

yes

MARC LESTER GOLDSTEIN

n/a

New York, NY

yes

CAROL JACQUELYN ZELENKE

n/a

Ashburn, VA

yes

KENNETH DREKOU

n/a

Palm Beach Gardens, FL

yes

ANDREW P MASSARO

n/a

South Norwalk, CT

yes

CARTER DAVID MANSBACH

n/a

Jupiter, FL

yes

ERIC ROBERT HILDERBRAND

n/a

ROCKVILLE, MD

yes

MICHAEL JOHN CASSELLA

n/a

ROCKVILLE, MD

n/a

yes

ANTHONY G LOGIUDICE

n/a

ROCKVILLE, MD

n/a

yes

BRIAN TODD COHEN

n/a

ROCKVILLE, MD

yes

Daniel Wilson

n/a

ROCKVILLE, MD | Riverview, FL

yes

STEPHEN GREGORY MAREK

n/a

New York, NY | ROCKVILLE, MD

yes

MATTHEW THOMAS HOESLY

Certified Financial Planner|Chartered Financial Consultant

ROCKVILLE, MD

yes

MICHELLE LOUISE HOESLY

Chartered Financial Consultant

ROCKVILLE, MD

yes

Sara Alluisi Galvin

n/a

ROCKVILLE, MD

yes

KEENAN BRATHWAITE

n/a

New York, NY

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADVISORS PREFERRED HOLDING, LLC

OWNER OF ATCAP PARTNERS, LLC

yes

06/2016

Jun 30, 2016

Mar 27, 2024

AYERS-RIGSBY, MARY, CATHERINE

Ceo

yes

04/2011

Mar 30, 2012

Mar 27, 2024

BROWN, DAVID, PETER

Owner

yes

11/2023

Oct 11, 2019

Mar 27, 2024

DEWEY, CHRISTOPHER, CLAIBORNE

Owner

yes

11/2023

Oct 11, 2019

Mar 27, 2024

DGBM HOLDINGS, LLC

Owner

yes

11/2023

Mar 27, 2024

GOLDWASSER, DIRK, DAVID

Owner

yes

08/2019

Oct 11, 2019

Mar 27, 2024

GOLDWASSER, MARK, HARRY

Owner

yes

11/2023

Oct 11, 2019

Mar 27, 2024

HOLLAND, ANGELA, LYNNETTE

Cco

yes

03/2022

Mar 29, 2018

Mar 27, 2024

NORMANDY SHORES, LLC

Owner

yes

11/2023

Oct 11, 2019

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INNOVATION X ADVISORS, LLC

n/a

Asset manager

$4.5B

yes

n/a

ADVISORS PREFERRED LLC

n/a

Asset manager

$1.7B

yes

n/a

CEROS FINANCIAL SERVICES, INC.

n/a

yes

n/a

CEROS VERMOEGENSVERWALTUNG AG

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

yes

n/a

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$196M

n/a

2024

Mar 25, 2025

$62.9M

n/a

2023

Mar 27, 2024

$84.2M

n/a

2022

Mar 30, 2023

$75.6M

$44.8M

n/a

2021

Mar 30, 2022

$16.1M

n/a

2020

Mar 30, 2021

$15.4M

n/a

2019

Mar 30, 2020

$12.0M

n/a

2018

Mar 29, 2019

$13.0M

n/a

2017

Mar 29, 2018

$35.0M

n/a

2016

Mar 31, 2017

$33.2M

n/a

2015

Mar 29, 2016

n/a

2014

Mar 31, 2015

n/a

2013

Mar 28, 2014

n/a

2012

Mar 28, 2013

n/a

2011

Mar 30, 2012

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$196M

$62.9M

210.6%

$75.6M

37.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RESOURCE 1, INC.

Mar 31, 2026

Apr 2, 2026

NORFOLK, VA

Firm absorbed

RIA to RIA

100.0%

B. RILEY WEALTH ADVISORS, INC.

Jul 21, 2022

Nov 8, 2022

NEW YORK, NY

Team lift out

Ibd to RIA

4.0%