Custody of Assets

MidAtlantic serves as an investment advisor to our clients and does not take custody of client assets.

Fidelity Institutional Wealth Services, one of the largest providers of custody services, serves as our primary custodian/trustee of client assets.  In addtion to Fidelity, other major providers may also be utilized. 

MidAtlantic has established trading links with Fidelity and other providers which allows for seamless transaction initiation and reconciliation. Clients receive monthly statements from their respective custodian/trustee containing transaction and balance information as well as annual tax reporting.

Additionally, current account information is always available for online access.

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Can We Help?

If you have friends or family members who need unbiased advice, please feel free to have them contact us.

We are available to provide an objective complimentary investment analysis of their current situation.

For more information or to schedule an appointment, please contact us.This email address is being protected from spambots. You need JavaScript enabled to view it.



MidAtlantic Capital Management, Inc.

11448 Robious Road

Richmond, VA 23235

Phone 804-272-9200

© 2024 MidAtlantic Capital Management, Inc. All rights reserved.