Nimish Patel
MCAP Investment Management · Johns Creek, Georgia
Nimish Patel is a fee-only financial advisor at MCAP Investment Management in Johns Creek, Georgia, who holds the CFP credential. Nimish focuses on cross-border (US / Canada). MCAP Investment Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | MCAP Investment Management |
|---|---|
| Based in | Johns Creek, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $169K across 1 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 2601892 |
| Exams passed | Series 63 (1995) · Series 66 (2000) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | mcapim.com |
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Questions about Nimish
Is Nimish Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nimish holds no broker registration, and MCAP Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nimish charge for financial advice?
Nimish's firm, MCAP Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Nimish Patel based?
Nimish Patel is based in Johns Creek, Georgia.
What does Nimish specialize in?
Nimish's specialties include cross-border (US / Canada). Nimish works with ultra high net worth.
What credentials does Nimish Patel hold?
Nimish Patel holds the CFP credential.
Is Nimish Patel registered with the SEC?
Yes. Nimish Patel is registered as an investment adviser representative in GA (CRD 2601892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does MCAP Investment Management manage?
MCAP Investment Management reports $169K across 1 accounts in assets under management.
How do I contact Nimish Patel?
Through Nimish's website, mcapim.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- MCAP Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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