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Anthony Logiudice

Atcap Partners, LLC
4 Years of Experience
Rockville, MD
Broker
View SEC Summary
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Anthony Logiudice is a registered investment advisor at Atcap Partners, LLC, based in Rockville, MD, with 4 years of industry experience. Anthony 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
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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Other Business Activities

Anthony is the owner of A+D All Day LLC, an auto transport startup that is not currently operating. He dedicates minimal time to this activity.

Employment History
Current Registrations
Atcap Partners, LLC
July 2024 - Present · 2 yrs 3 mos
Ceros Financial Services, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
National Securities CorporationBroker
October 2021 - July 2022 · 9 mos
State Registrations35 states
ALAZCACOCTDCDEFLGAIAILINKSLAMAMDMIMNMOMTNCNJNMNVNYOHORPASCTXUTVAWAWIWY
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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