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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2009
- Office Locations
- 1
Office Locations
About AGW Capital Advisors
Tampa-based AGW Capital Advisors is a fee-only fiduciary RIA serving both institutions and private wealth clients. The firm provides institutional consulting for corporate assets, retirement/benefit plans, and endowments/foundations, alongside hands-on wealth management for families. Its research-driven approach includes oversight by a multidisciplinary advisory board and proactive benchmarking of performance and fees; portfolios include public funds, ETFs, and fixed income.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 13, 2026, reported AUM increased 16.7%, from $1.5B to $1.7B.
Across 5 reported observations, AUM decreased 43.3% between July 29, 2022 and March 13, 2026, from $3.0B to $1.7B.
Of the latest reported AUM, 80.4% is discretionary and 19.6% is non-discretionary.
The firm reports 14 advisory representatives and 158 clients, or 11.3 clients per representative. That equates to $10.9M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full AGW Capital Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY STUART ANNIS
Managing Member, Principal, Principal & Co-Founder
- CRD
- #3081533
- Ownership
- 25% but less than 50%
PETER JUSTIN GARDNER
Chief Investment Officer, Managing Member, Principal, Principal & Co-Founder
- CRD
- #3081457
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Carissa Kelly Marie Bailey
--
- CRD
- #7925486
Lara Brennan
--
- CRD
- #8321424
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,388,824,292 | $856,770 |
| Non-Discretionary | $337,977,293 | $799,001 |
| Total | $1,726,801,585 | $844,815 |
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Separately Managed Accounts
SMA allocation detail is available
AGW Capital Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
AGW Capital Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.