AGW Capital Advisors

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.4B

80% of AUM

Avg account

$845K

Accounts

2,044

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 150570
Registered since: June 1, 2009
Website: agwcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI79.33%
Charitable Organizations13.19%
Corporations / Businesses4.03%
Pension & Profit Sharing Plans1.54%
Insurance Companies0.88%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

AGW Capital Advisors is an independent, owner-operated registered investment adviser that has been SEC-registered since 2009. The firm operates as a capital allocator for both individual/family and institutional clients and uses a mix of percentage-of-AUM, fixed fees, and other fee arrangements. Its advisory services span discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio work for institutions and businesses, selection of third‑party advisers, pension consulting services, and client education through seminars and workshops. AGW also acts as a sponsor/GP/managing member of pooled investment vehicles. The firm does not position itself as an active ESG investor. AGW received placement on FA Magazine’s Top RIA Firms list in 2020.