Mitchell Marc Caplan
Investment adviser representative at Composition Wealth, LLC
25 yearsExperience
1 stateRegistered in
$9.5BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Composition Wealth, LLCFeb 2024 to now
- Caplan Financial Group, LLCDec 2001 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MD).
Composition Wealth, LLC
$9.5BAssets managed
3,986Clients
79Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2334833
- Firm CRD
- 143483