TrueAdvisor
TrueAdvisor
EH
EH

Eric Hilderbrand

Atcap Partners, LLC
29 Years of Experience
Rockville, MD
Broker
View SEC Summary
View SEC Summary

Eric Hilderbrand is a registered investment advisor at Atcap Partners, LLC, based in Rockville, MD, with 29 years of industry experience. Eric 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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Eric is a part-owner of Babbo Properties LLC, a real estate rental property, since March 2016. He has no title or management involvement and dedicates minimal time to this activity.

Employment History
Current Registrations
Atcap Partners, LLC
January 2024 - Present · 2 yrs 9 mos
Ceros Financial Services, INC.Broker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
National Asset Management, INC.
May 2017 - February 2022 · 4 yrs 9 mos
National Securities CorporationBroker
March 2009 - February 2022 · 12 yrs 11 mos
Eastbrook Capital Group LLCBroker
June 2003 - April 2009 · 5 yrs 10 mos
Salomon Smith Barney INC.Broker
May 1996 - December 2002 · 6 yrs 7 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
More Advisors
More financial advisors in Rockville, MD →All financial advisors in Maryland →