MIDATLANTIC CAPITAL MANAGEMENT, INC.

CRD 116524File 801-64887

APPROVED

Retail clients

Custody

Filing as of Feb 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$477.0M

Above cohort median (national)

Discretionary AUM

$273.4M

Non-discretionary $203.6M

Clients

170

323 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Nov 18, 2005
Principal office: 11448 ROBIOUS ROAD, RICHMOND, VA, 23235
Phone: 804-272-9200
Website: HTTPS://MIDATLANTIC-CAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $477.0M
Discretionary AUM: $273.4M
Non-discretionary AUM: $203.6M
Discretionary accounts: 303
Non-discretionary accounts: 20
Total accounts: 323
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.8M
Charitable organizations	Fewer than 5	$50.0M
High net worth individuals	76	$197.7M
Pension and profit sharing plans	20	$203.6M
Individuals (other than high net worth individuals)	70	$20.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	172	170
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.