MGP Capital
MGP Capital Management is a privately-held South Carolina Registered Investment Advisor founded in 2003, providing discretionary portfolio management of individual stocks, ETFs, and equity options to aggressive long-term individual investors for asset-based fees, operating under a single investment strategist.
- Company typePrivate
- Founded2003
- HeadquartersDaniel Island, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What MGP Capital does
MGP Capital Management, Inc. is a privately-held, South Carolina Registered Investment Advisor founded in 2003 by Michael G. Prus and headquartered at 87 Iron Bottom Lane, Daniel Island, South Carolina. The firm provides continuous discretionary portfolio management of separate brokerage accounts composed primarily of individual stocks, equity options, and exchange-traded funds, with holdings constructed from a single proprietary model portfolio. The firm's investment process screens for high-quality growth U.S. equities (and foreign stocks traded on U.S. exchanges) of profitable companies with top-30% earnings growth, attractive price-to-earnings-to-growth ratios, and rising analyst estimates, with technical analysis used for buy/sell timing and the ability to raise cash up to 100% or short via ETFs in downturns.
The firm is compensated solely by asset-based advisory fees billed quarterly in advance: 1.9% per annum on the first $250,000 and 1.0% per annum on assets above $250,000, with no minimum account size, no commissions, and no product sales. Client accounts are custodied at Fidelity Investments' National Financial Services with Siebert Financial as the introducing broker; MGP Capital retains only trading authority and never takes possession of client assets. The target customer is aggressive individual investors with a minimum five-year horizon, and the firm's go-to-market is sales-led via direct phone/email outreach, supported by a content website and a monthly newsletter covering market outlook and specific portfolio positions. The firm appears to operate as a single-person advisory practice under its founder; no other staff, subsidiaries, funding rounds, or institutional backing are disclosed.
MGP Capital firmographics
Firmographics- Name
- MGP Capital
- Legal name
- MGP Capital Management, Inc.
- Website
- https://mgpcapital.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Short description
- MGP Capital Management is a privately-held South Carolina Registered Investment Advisor founded in 2003, providing discretionary portfolio management of individual stocks, ETFs, and equity options to aggressive long-term individual investors for asset-based fees, operating under a single investment strategist.
- Ownership category
- akta.pro rank
MGP Capital industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where MGP Capital is headquartered
LocationHeadquarters
- HQ city
- Daniel Island
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
MGP Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- AUM-Based Advisory Fees: MGP Capital is compensated solely by fees based on the value of client portfolios. The fee structure is 1.9% per annum on the first $250,000 and 1.0% per annum on amounts over $250,000. Fees are charged quarterly in advance. This fee-only model ensures complete alignment of interests between the firm and its clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | First $250,000 at 1.9% per annum |
| Subscription | Quarterly | Assets over $250,000 at 1.0% per annum |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
MGP Capital product offering
Product offeringCore offering
MGP Capital Management, Inc. is a fee-only money management firm providing continuous, discretionary management of separate client investment portfolios composed primarily of individual stocks, equity options, and exchange-traded funds. Client portfolios are constructed based on the firm's proprietary model portfolio and managed to maximize return over a minimum five-year horizon while taking reasonable risk. The firm is compensated solely by asset-based advisory fees, sells no investment products, and never takes possession of client assets.
Product overview
MGP Capital Management, Inc. is a single-service investment advisory firm offering one core offering: discretionary portfolio management of separate brokerage accounts composed of individual stocks, equity options, and ETFs. Client portfolios are constructed based on the firm's model portfolio. The firm is compensated solely by asset-based fees (1.9% on the first $250,000; 1.0% on amounts above that), with no product minimums. There are no separate modules, add-on products, or sub-brands.
Differentiator
Problem solved
Functional benefit
Products and services
- MGP Capital Management – Managed Growth Portfolio Service Continuous, discretionary active management of separate individual brokerage accounts composed primarily of individual stocks, equity options, and exchange-traded funds, constructed from a proprietary model portfolio using high-quality growth stock selection, earnings quality and growth screens, growth-at-a-reasonable-price valuation, rising earnings estimates, and technical analysis. Designed for aggressive individual investors with at least a five-year time horizon and offered with no minimum account size, with the ability to raise cash up to 100% during market downturns and to short via ETFs.
Companies that use MGP Capital
Customer profileSegments1 record
Ideal customer profiles1 record
MGP Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
MGP Capital partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights6 records
MGP Capital competitors and assessment
Company assessmentEmerging players
- Wealthsimple: Digital wealth manager offering low-fee managed portfolios to individual investors; represents the robo-advisor and low-fee passive alternative competing for the same individual-investor wallet share as MGP Capital.
- Personal Capital (now Empower Personal Dashboard): Hybrid digital RIA providing managed portfolios and financial planning to HNW individuals at lower fee points; a direct competitive threat to boutique active managers on both price and service breadth.
Direct peers
- Manning & Napier: Active equity manager offering separately managed accounts with model portfolio construction and a fundamental, earnings-quality-driven investment process — closely aligned with MGP Capital's stated philosophy.
- Fisher Investments: Large fee-only active money manager serving individual investors with discretionary equity portfolio management; similar client profile (HNW individuals seeking active equity exposure) and fee-based revenue model.
- Palisades Hudson Asset Management: Boutique fee-only RIA offering active portfolio management to individuals using discretionary separate accounts; comparable scale and fee-only, conflict-free positioning.
- O'Shaughnessy Asset Management: Quantitative, model-portfolio-driven active equity manager applying disciplined rules-based stock selection criteria (value, momentum, quality) — highly comparable to MGP Capital's earnings-growth and PEG-based screening approach.
- Hennion & Walsh Asset Management: Active manager providing model-portfolio-based separate account management for individual investors, with a focus on disciplined equity selection and tactical flexibility.
Broad incumbents
- Calamos Asset Management: Diversified asset manager with active equity and multi-asset strategies, including separately managed accounts — comparable active growth/tactical orientation but materially larger and broader product suite.
- Ariel Investments: Established fundamental active equity manager with separately managed account offerings for individual investors; comparable active value/growth philosophy but at much larger scale and broader product range.
- Charles Schwab Investment Advisory: Large custodian-affiliated RIA offering managed portfolios and Schwab Intelligent Portfolios (robo-advisor); competes with MGP Capital on custody relationships, fees, and self-directed investor preference.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
MGP Capital compliance and trust
Trust signalCompliance1 record
MGP Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
MGP Capital leadership team
Management profileNumber of profiles
Profiles1 record
MGP Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MGP Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MGP Capital
What does MGP Capital do?
MGP Capital Management, Inc. is a fee-only money management firm providing continuous, discretionary management of separate client investment portfolios composed primarily of individual stocks, equity options, and exchange-traded funds. Client portfolios are constructed based on the firm's proprietary model portfolio and managed to maximize return over a minimum five-year horizon while taking reasonable risk. The firm is compensated solely by asset-based advisory fees, sells no investment products, and never takes possession of client assets.
Is MGP Capital a public or private company?
MGP Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was MGP Capital founded?
MGP Capital was founded in 2003.
Where is MGP Capital based?
MGP Capital is headquartered in Daniel Island, United States, in the North America region.
How does MGP Capital make money?
One revenue line is on record: AUM-Based Advisory Fees.
Who are MGP Capital's main competitors?
Emerging players on record are Wealthsimple and Personal Capital (now Empower Personal Dashboard). Direct peers are Manning & Napier, Fisher Investments, Palisades Hudson Asset Management, O'Shaughnessy Asset Management and Hennion & Walsh Asset Management. Broad incumbents are Calamos Asset Management, Ariel Investments and Charles Schwab Investment Advisory.
Does MGP Capital have an API?
No public API is recorded for MGP Capital.
What industry is MGP Capital in?
MGP Capital's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAAJAD, Target-Risk / Risk-Profile Model Portfolios, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.