ARCUS CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2008

Total AUM

$2.5B

Discretionary

$2.3B

92% of AUM

Avg account

$1.5M

Accounts

1,667

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 147346
Registered since: June 19, 2008
Website: arcuscp.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI72.21%
Corporations / Businesses17.98%
Charitable Organizations8.49%
Pooled Investment Vehicles0.72%
Individuals0.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Arcus Capital Partners, LLC is an independent registered investment adviser that has been SEC-registered since 2008 and acts as a capital allocator for both individual/family and institutional clients. The firm provides a broad set of advisory services, including financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients; it also engages in selection of third‑party advisers. Fee arrangements include percentage‑of‑AUM schedules as well as fixed and performance‑based fees. Arcus does not identify as an active ESG investor and has industry roles beyond advising — it serves as sponsor, general partner, and managing member of pooled investment vehicles.