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ANNIS GARDNER WHITING CAPITAL ADVISORS LLC

Doing business as AGW CAPITAL ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$1,726,801,585
Discretionary
$1,388,824,292
Non-discretionary
$337,977,293

Firm details

CRD number
150570
SEC file number
801-70256
Main office
TAMPA, FL, United States
Employees
21
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Other

As of October 2026.