Jose Sobrado
MG Capital Partners · Chevy Chase, Maryland
Jose Sobrado is a fee-only financial advisor at MG Capital Partners in Chevy Chase, Maryland, who holds the CFA credential. MG Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | MG Capital Partners |
|---|---|
| Based in | Chevy Chase, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $83.3M across 288 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 6985333 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Jose's firm compares
- MG Capital Partners's average account is about $289,000, from its Form ADV (assets managed divided by 288 accounts).
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Questions about Jose
Is Jose Sobrado a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and MG Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jose charge for financial advice?
Jose's firm, MG Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jose Sobrado based?
Jose Sobrado is based in Chevy Chase, Maryland.
What credentials does Jose Sobrado hold?
Jose Sobrado holds the CFA credential.
Is Jose Sobrado registered with the SEC?
Yes. Jose Sobrado is registered as an investment adviser representative in DC, MD and VA (CRD 6985333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MG Capital Partners manage?
MG Capital Partners reports $83.3M across 288 accounts in assets under management.
How do I contact Jose Sobrado?
Contact details aren't on file yet. Search for MG Capital Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chevy Chase
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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