Agincourt Capital Management, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 112096
- Registered since
- July 1, 1999
- Website
- www.agincourtcapital.com
- Custodians
- U.S. BANK, N.A., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government36.87%
- Insurance Companies21.09%
- Other Investment Advisers14.9%
- Charitable Organizations12.59%
- Corporations / Businesses6.78%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Agincourt Capital Management, LLC is an SEC-registered institutional RIA that has been operating since 1999. It serves a mix of individual, family and institutional clients and provides portfolio management for individuals and small businesses, investment companies, and other businesses or institutions. The firm charges percentage-of-AUM fees and may assess performance-based fees on certain mandates. Agincourt identifies as a fixed-income–oriented manager and is not marked as an active ESG investor. The firm maintains multiple industry relationships: it lists affiliations with broker-dealers, banks or thrift institutions, trust companies, insurance companies, and serves as sponsor/GP/managing member of pooled investment vehicles in some instances. Agincourt is not classified as a capital allocator; instead it deploys client capital through its advisory programs and third-party fund allocations. The firm appeared on CNBC’s Top 100 Financial Advisory Firms list in both 2019 and 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds48%
- Investment Grade Corp Bonds47%
- Other3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Erika Banks
Chief Compliance OfficerCRD 6464369
Contacts
3 of 12
John Haberlin
DirectorCRD 4626076

Justin Hildebrand
DirectorCRD 6779404

Brian Marshall
Director, Portfolio ManagerCRD 3237657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$99.9M in ETFs
100%
$99.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $60.3M | 512,955 | 60.33% |
Location
Richmond, VA
Richmond City
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Richmond City
- Address
- 200 S 10th St
- Time zone
- ET (UTC-5)
- Office locations
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