Donna Marie Mcgill
Investment adviser representative at Atcap Partners, LLC
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Atcap Partners, LLCApr 2017 to now
- Ceros Financial Services, Inc.Aug 2016 to now
- Forker and Associates Tax Solvers, LLCJan 2016 to now
- Jackson Hewitt Tax Service IncJan 2014 to now
- Critial Math Advisors, LLCMar 2006 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5149681
- Firm CRD
- 158214