Midcap Financial Services Capital Management, LLC
Bethesda, MD·SEC-registered · CRD #285820
Midcap Financial Services Capital Management, LLC is an SEC-registered investment advisory firm in Bethesda, MD managing $7.3B across 17 client accounts, with 122 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.3B
Client accounts
17
Advisory staff
122
Fee model
Fee-only
How Midcap Financial Services Capital Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Midcap Financial Services Capital Management, LLC
How much does Midcap Financial Services Capital Management, LLC manage?
Per its most recent SEC Form ADV filing (05/13/2026), Midcap Financial Services Capital Management, LLC reports $7.3B in regulatory assets under management across roughly 17 client accounts.
How does Midcap Financial Services Capital Management, LLC charge?
Midcap Financial Services Capital Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Midcap Financial Services Capital Management, LLC a fiduciary?
Yes. Midcap Financial Services Capital Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #285820), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Midcap Financial Services Capital Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Midcap Financial Services Capital Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bethesda, MD
Profile compiled from Midcap Financial Services Capital Management, LLC's public SEC Form ADV filing (CRD #285820, filed 05/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Midcap Financial Services Capital Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Midcap Financial Services Capital Management, LLC? Claim this profile.