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
15
Advisory reps
8

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 formed in 2008 and organized as an LLC. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that sponsors and manages pooled investment vehicles. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, pooled vehicles and institutions, along with selection of other advisers. Fee arrangements are mixed — percentage of AUM, fixed fees and performance-based fees are all used. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Public Funds/Mutual Funds 36%, Non-Exchange Traded Equities 28%, Exchange Traded Equities 25%, Cash & Cash Equivalents 7%, Private Funds 3%, Other 1%36%
  • Public Funds/Mutual Funds36%
  • Non-Exchange Traded Equities28%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents7%
  • Private Funds3%

Owners & executives

1 of 1
  • Adrienne Mandt

    Adrienne Mandt

    Vice President, Chief Compliance OfficerCRD 2764666

Contacts

3 of 7
  • Steven Edwards

    Steven Edwards

    Managing PartnerCRD 2469795

  • William Singletary

    William Singletary

    Managing PartnerCRD 2431084

  • Laura Stiles

    Laura Stiles

    Vice PresidentCRD 7772783

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 41

Active vs passive

$184M in ETFs

Passive

48%

$87.5M

Active

34%

$96.8M

ETFProviderStyleCategoryValueShares% of portfolio
RELATIVE SENTIMENT TACTICAL ALLOCATION ETF (MOOD)ActiveTactical Allocation$38.7M888,32620.99%
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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, 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
3060 Peachtree Rd Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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