MP
CFA
MP
CFA

Macarther Plumart

21 Years of Experience
Alpharetta, GA

Macarther Plumart is a CFA-designated registered investment advisor at Mrp Capital Investments, LLC, based in Alpharetta, GA, with 21 years of industry experience. Macarther operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 122 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
122 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$201.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Certain clients may be subject to a different fee schedule that may be higher than stated above. The advisory fee is negotiable, depending on individual client circumstances.

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

8440 Holcomb Bridge Road, Suite 520, Alpharetta, GA, 30022

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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.

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Employment History
Current Registrations
Mrp Capital Investments, LLC
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Mrp Currency, LLC
December 2021 - March 2025 · 3 yrs 3 mos
Narwhal Capital Management
July 2005 - March 2013 · 7 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2004 - June 2005 · 1 yr 1 mo
State Registrations2 states
GATX
Advisor

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.
Macarther Plumart - Financial Advisor | TrueAdvisor