{"url":"https://nivawealth.com/firms/ategra-capital-management-164245","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/164245","regulatoryAum":190194000,"crd":"164245","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6820852","suffix":null,"lastName":"Fitzgerald","firstName":"Dolan","middleName":null},{"crd":"7536677","suffix":null,"lastName":"Hearton","firstName":"Sarah","middleName":null},{"crd":"4626588","suffix":null,"lastName":"HOLTAWAY","firstName":"JONATHAN","middleName":"DAVID"},{"crd":"7039012","suffix":null,"lastName":"Nepivodova","firstName":"Kristyna","middleName":null},{"crd":"1754534","suffix":null,"lastName":"REBIBO","firstName":"JACQUES","middleName":"[NMN]"},{"crd":"1979298","suffix":null,"lastName":"REBIBO","firstName":"MICHAEL","middleName":"JAMES"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-25","regulatoryAum":237167994,"clients":166,"employees":12,"offices":1},{"filedOn":"2022-03-15","regulatoryAum":327807530,"clients":165,"employees":11,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":281811617,"clients":208,"employees":11,"offices":1},{"filedOn":"2024-07-24","regulatoryAum":117291749,"clients":2,"employees":6,"offices":1},{"filedOn":"2025-03-11","regulatoryAum":153140762,"clients":2,"employees":4,"offices":1},{"filedOn":"2026-03-04","regulatoryAum":190194000,"clients":2,"employees":5,"offices":1}],"secFileNumber":"801-112827","legalName":"Ategra 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They include 2 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ategra Capital Management offer?","answer":"Ategra Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Ategra Capital Management have?","answer":"Ategra Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 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Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ategra Capital Management?","answer":"Ategra Capital Management’s main office is at 8229 Boone BLVD Suite 300, Vienna, VA 22182. Its phone number is 703-564-9131. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}