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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-19-2008
- Office Locations
- 2
Office Locations
About Arcus Capital Partners, LLC
Arcus Capital Partners is an independent investment advisory and asset management firm serving retail and institutional clients. The team builds bespoke, non-cookie-cutter portfolios focused on asset allocation and risk management, spanning public equities, fixed income, and a broader set of alternative investments. Arcus also invests firm and personal capital alongside strategies it recommends, aligning incentives.
Reported data analysis
What the numbers show
Between October 10, 2025 and March 31, 2026, reported AUM increased 18.4%, from $2.1B to $2.5B.
Across 5 reported observations, AUM increased 50.6% between April 21, 2022 and March 31, 2026, from $1.7B to $2.5B.
Of the latest reported AUM, 92.1% is discretionary and 7.9% is non-discretionary.
The firm reports 5 advisory representatives and 467 clients, or 93.4 clients per representative. That equates to $5.4M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on March 31, 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Arcus Capital Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN CHRISTOPHER EDWARDS
Managing Partner, Partner
- CRD
- #2469795
- Ownership
- Less than 5%
ADRIENNE BURNETT MANDT
Chief Compliance Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MATT BRETT BAILEY
Director
- CRD
- #4988311
JON GABRIEL LONTAI
Vice President
- CRD
- #6199570
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,314,553,062 | $1,412,174 |
| Non-Discretionary | $198,018,329 | $7,072,083 |
| Total | $2,512,571,391 | $1,507,241 |
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Separately Managed Accounts
SMA allocation detail is available
Arcus Capital Partners, LLC 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
Arcus Capital Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.