Agw Capital Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 13, 2026, reports $1.7B in regulatory assets under management, 21 employees, and 2,044 accounts.
Assets Under Management
$1.7B
Employees
21
Offices
--
Total Clients
142
Primary office
TAMPA, FL
511 W. BAY STREET, SUITE 310, TAMPA, FL, United States
Top client segmentHNWI represent 64.8% of total clients.
Top client categories% of clientsClients
1
HNWI
64.8%
92
2
Individuals
24.6%
35
3
Charitable
4.2%
6
4
Pension Plans
2.8%
4
5
Corporations
2.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 13, 2026
Discretionary80.4%
$1.4B
80% of total RAUM80.4%
Non-discretionary19.6%
$338M
20% of total RAUM19.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts2,044
10Y AUM Change+$5M (+0.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee7:1
10Y Employee Change+12 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.