AGW Capital Advisors

RIASEC RegisteredEst. 2009

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, SEC-registered registered investment adviser organized as an LLC and operating since 2009. The firm serves both high-net-worth individuals and institutional clients, charging a mix of percentage-of-AUM, fixed, and other fee arrangements. Its advisory services include discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting, manager selection, and educational seminars. The firm also sponsors and acts as a general partner/managing member for pooled investment vehicles, and it advises at least one proprietary fund. AGW Capital Advisors was recognized by FA Magazine as a Top RIA Firm in 2020. The firm does not position itself as an active ESG investor.