Fee-only adviser · Woodstock, GA
McAp Investment Management, LLC
McAp Investment Management, LLC is a fee-only investment adviser registered with the securities regulator of Georgia, with its main office in Woodstock, Georgia. On its latest Form ADV, filed March 26, 2026, it reports $169K in regulatory assets under management, 1 individual client and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Georgia |
|---|---|
| Firm CRD number | 336859 |
| Office | 61 Linton Street Suite 201 Woodstock, GA 30188 |
| Phone | (404) 594-8030 |
| Website | mcapim.com |
| Regulatory assets under management | $169K |
| Individual clients | 1 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Woodstock
- Woodstock Wealth Management, Inc. $727M
- Goodwin Investment Advisory $397M
- Financial Architects, LLC $199M
- Turner Wealth Advisory $90M
- Kanakaris and Associates $7.5M
See all 6 fee-only advisers in Woodstock →
Nearby
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- Marietta 17 firms
- Sandy Springs 3 firms
- Dunwoody 1 firm
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