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Michael Cassella

Atcap Partners, LLC
25 Years of Experience
Rockville, MD
2 DisclosuresBroker
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Michael Cassella is a registered investment advisor at Atcap Partners, LLC, based in Rockville, MD, with 25 years of industry experience. Michael 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
—
View Full SEC Brochure

Location

1445 Research Boulevard, #530, Rockville, MD, 20850

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History

Regulatory History (2)
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
September 2013
Settled
Customer Dispute
March 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is a W2 employee for a healthcare company run by the state, providing home healthcare for his mother through Public Partnership LLC since 2021. This takes nearly full-time, but occurs outside of trading hours.

Employment History
Current Registrations
Atcap Partners, LLC
January 2024 - Present · 2 yrs 9 mos
Ceros Financial Services, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
National Securities CorporationBroker
March 2020 - July 2022 · 2 yrs 4 mos
MD Global Partners, LLCBroker
February 2018 - May 2018 · 3 mos
Worden Capital Management LLCBroker
June 2013 - May 2015 · 1 yr 11 mos
Vfinance Investments, INCBroker
November 2009 - June 2011 · 1 yr 7 mos
National Securities CorporationBroker
July 2004 - June 2011 · 6 yrs 11 mos
Joseph Gunnar & CO. LLCBroker
November 1997 - July 2004 · 6 yrs 8 mos
Lew Lieberbaum & CO., INC.Broker
August 1994 - November 1997 · 3 yrs 3 mos
South Richmond Securities, INC.Broker
July 1994 - August 1994 · 1 mo
State Registrations19 states
ALCACOCTFLGAILKYLANCNJNVNYOHPASCTNTXVA
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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