Arcus Capital Partners, LLC is a large advisory firm based in Atlanta. It manages $1.19 billion of regulatory assets for 2,247 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, California, Colorado, and 21 other states.
Arcus Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Arcus Capital Partners, LLC is $1.19 billion. The firm's AUM has grown by 186% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Arcus Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Arcus Capital Partners is high net worth individuals with 180 clients and $831.39 million of assets under management. Among the 7 most similar advisory firms, Arcus Capital Partners has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.19 billion for 298 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Arcus Capital Partners doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Arcus Capital Partners, LLC performs its advisory services is located at 3060 Peachtree Road N.W., Atlanta, GA 30305 The mailing address of the firm is 3060 Peachtree Road N.W., Atlanta, GA 30305. An additional office of the firm is in Jacksonville, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-949-2111 or by fax 404-920-3474. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at arcuscp.com.