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- Custodian
- Altruist ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-24-2012
- Office Locations
- 1
Office Locations
About Agnew Capital Management LLC
Agnew Capital Management LLC is a fee-only, fiduciary RIA providing customized investment management consulting for successful families and individuals. The firm offers no-cost, no-obligation second opinions on investment portfolios and has advised on personal transactions since 2014. Portfolios primarily use public funds and ETFs, with custody support including Altruist and Interactive Brokers.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
TERRANCE BRENNAN AGNEW
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6112358
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,479,142 | -- |
| Non-Discretionary | $1,602,893 | -- |
| Total | $3,082,035 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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