Agvictus Capital Management LLC

RIASEC Registered
Total AUM
$385M
Discretionary
$0
0% of AUM
Avg account
$128M
Accounts
3
Employees
5
Advisory reps
1

Firm details

Headquarters
Alpharetta, Georgia
CRD number
307047
Registered since
October 1, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other100%

Firm profile

FINTRX

Overview

Agvictus Capital Management LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. The firm is registered with the SEC (registered in 2020). Ownership is listed as individual. According to regulatory filings the firm charges standard asset‑based fees and may also assess performance‑based fees. Agvictus does not identify as an active ESG investor, is not flagged as a multi‑state adviser, and does not describe itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • Matthew Whitley

    Matthew Whitley

    PresidentCRD 6317094

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Alpharetta, GA

Fulton

Location

Alpharetta, GA

Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3650 Mansell Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth