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NP
CFP
NP
CFP

Nimish Patel

Mcap Investment Management, LLC
19 Years of Experience
Johns Creek, GA
2 Disclosures
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Nimish Patel is a CFP-designated registered investment advisor at Mcap Investment Management, LLC, based in Johns Creek, GA, with 19 years of industry experience. Nimish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $170K in assets under management.

Mcap Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$169K average
Assets Under Management
$169K

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Fees are negotiable. MCAP Investment Management prefers a minimum portfolio value of $5,000,000, but may waive this requirement based on preexisting relationships or other criteria.

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

Johns Creek, GA

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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.
Financial
December 2016
Final
Criminal
November 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mcap Investment Management, LLC
June 2025 - Present · 1 yr 4 mos
A & P Wealth Management
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Woodbury Financial Services, INC.
October 2014 - August 2015 · 10 mos
Fsc Securities Corporation
May 2007 - August 2015 · 8 yrs 3 mos
Suntrust Investment Services, INC.
February 2006 - September 2006 · 7 mos
State Registrations1 state
GA
Advisor

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Exams
No exam information available for this advisor.
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