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 a privately owned LLC that has been SEC-registered since 2009 and serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a range of advisory services, including discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. The firm also sponsors and acts as GP/managing member of pooled investment vehicles. AGW received placement on FA Magazine’s “Top RIA Firms” list in 2020.