Brian Todd Cohen
Investment adviser representative at Atcap Partners, LLC
31 yearsExperience
2 statesRegistered in
$195.5MFirm assets
15 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
- Seminars and workshops
Experience
31 years in the industry.
- Atcap Partners, LLCDec 2024 to now
- Ceros Fiancial ServicesNov 2024 to now
- American Creamery, IncMay 2008 to now
- B. Riley Wealth ManagementJul 2022 to Nov 2024
- B. Riley Wealth AdvisorsJun 2009 to Nov 2024
- National Securities CorporationFeb 2009 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Atcap Partners, LLC
$195.5MAssets managed
349Clients
26Advisers
15 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
- 4482183
- Firm CRD
- 158214