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MIDDLEGROUND CAPITAL

1500 Aristides Blvd.
Lexington, Kentucky 40511
Tel: 859-721-1466

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About MIDDLEGROUND CAPITAL

MIDDLEGROUND CAPITAL, formally registered with the SEC as MIDDLEGROUND CAPITAL. The firm was established in 06/15/2018. They have over 3 offices throughout the country.

MIDDLEGROUND CAPITAL is a Lexington, Kentucky based Financial Planning firm with nearly $3,803,189,141 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 142 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#297235
SEC#801-113431
Assets Managed by Firm$3,803,189,141
No. of Clients21
No. of Advisors142

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total21$3,803,189,141

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