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Carter Mansbach

Atcap Partners, LLC
32 Years of Experience
Jupiter, FL
3 DisclosuresBroker
View SEC Summary
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Carter Mansbach is a registered investment advisor at Atcap Partners, LLC, based in Jupiter, FL, with 32 years of industry experience. Carter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 349 clients with $200M in assets under management.

Atcap Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
349 clients
Average Client Portfolio
$560K average
Assets Under Management
$195.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $1.0M2.50%
$1M+2.00%

Fees are negotiable. Maximum annual fee ranges from 1.75% to 2.75% depending on account value and whether transaction fees are paid by the client or the investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Jupiter, FL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2020
Settled
Financial
January 2019
Final
Customer Dispute
July 2011
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Carter is the president of Jupiter Wealth Strategies since 2011. This is a corporation for tax purposes only and requires minimal time.

Employment History
Current Registrations
Atcap Partners, LLC
November 2022 - Present · 3 yrs 11 mos
Ceros Financial Services, INC.
July 2022 - Present · 4 yrs 3 mos
Ceros Financial Services, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
National Asset Management, INC.
March 2017 - July 2022 · 5 yrs 4 mos
National Securities CorporationBroker
February 2017 - July 2022 · 5 yrs 5 mos
Investacorp Advisory Services INC
March 2016 - March 2017 · 1 yr
Investacorp, INC.Broker
November 2011 - March 2017 · 5 yrs 4 mos
National Securities CorporationBroker
October 2006 - November 2011 · 5 yrs 1 mo
The Concord Equity Group, LLCBroker
January 2003 - November 2006 · 3 yrs 10 mos
International Assets Advisory, LLCBroker
October 2002 - February 2003 · 4 mos
Wachovia Securities Financial Network, INC.Broker
May 2001 - October 2002 · 1 yr 5 mos
The Concord Equity Group, LLCBroker
July 1999 - June 2001 · 1 yr 11 mos
Carnegie Investor Services INC.Broker
December 1997 - July 1999 · 1 yr 7 mos
Meyers Pollock Robbins, INC.Broker
January 1997 - December 1997 · 11 mos
Vtr Capital, INC.Broker
April 1996 - January 1997 · 9 mos
M.S. Farrell & Company, INC.Broker
October 1994 - May 1996 · 1 yr 7 mos
Fsg Securities, INC.Broker
July 1994 - October 1994 · 3 mos
Westfield Financial CorporationBroker
April 1994 - July 1994 · 3 mos
Beacon Securities, INC.Broker
July 1993 - January 1994 · 6 mos
State Registrations17 states
CACTFLGAILLAMDMENCNJNVNYOHPAPRTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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