AdvisorRanked
95
Clean

MAG CAP

1076 HIGHLAND COLONY PARKWAY, RIDGELAND, MS 39157
Fiduciaryfee-onlySEC Registered
601-362-5872 www.facebook.com/JoshHartleyCFP CRD #298398
$1.7B
Assets Managed
13
Clients
18
Employees
8
Years Active
since 2018

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46090. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 8 years.

Firm Details

Legal NameMAG CAP
CRD Number#298398
SEC RegisteredYes
Registration Date2018-09-21
States RegisteredMS
Assets Under Management$1.7B
Number of Clients13
Employees18
Compensation Typefee-only
Last ADV Filing46090

Other Advisors in RIDGELAND

View all advisors in RIDGELAND

Frequently Asked Questions

Is MAG CAP a fiduciary?

Yes. MAG CAP is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does MAG CAP charge clients?

MAG CAP uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does MAG CAP have any complaints?

No. MAG CAP has zero complaints or disciplinary actions on file with the SEC or FINRA across 8 years of operation.

How does MAG CAP compare to other advisors in RIDGELAND?

MAG CAP has a Red Flag Score of 95/100. There are 10 registered advisory firms in RIDGELAND. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46090. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.