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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2009
- Office Locations
- 2
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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Unlock allContacts
Carissa Kelly Marie Bailey
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- CRD
- #7925486
KATHRYN GONSALVES BRYANT
Director, Director of Client Relations
- CRD
- #2513163
Showing 2 of 15 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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