Skip to the page

Data / Investment advisers / Missouri / Agellus Capital, LLC

Agellus Capital, LLC, Clayton, MO: $508 million AUM, SEC registered investment adviser

Agellus Capital, LLC is an SEC registered investment adviser with its main office in Clayton, Missouri and reports $508 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 6 private funds.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
330152
SEC file number
801-129997
SEC status
Approved, effective April 25, 2024
Main office
7701 Forsyth Boulevard Suite 350, Clayton, MO 63105
Phone
(314) 408-5600
Regulatory AUM
$507,794,558 in the Form ADV filed March 30, 2026
Discretionary AUM
$507,794,558
Accounts
6
Employees
12, of which 11 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees, other fees
Private funds
6: 6 private equity funds
Gross assets of private funds
$507,794,558
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 30, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles6$507.8 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$507.8 millionMarch 30, 2026
December 1, 2025$469.6 millionNovember 13, 2025

Other advisers in Clayton

AdviserCityAUMPrivate fundsSource
Parkwoods Wealth Partners, LLCClayton$1.79 billionNot listedadviserinfo.sec.gov
Meramec Financial Planners, LLCClayton$1.13 billionNot listedadviserinfo.sec.gov
Asset Consulting Group, LLCClayton$1.10 billionNot listedadviserinfo.sec.gov
Correct Capital Wealth Management, LLCClayton$889.3 millionNot listedadviserinfo.sec.gov
Foundation Wealth Management, LLCClayton$660.6 millionNot listedadviserinfo.sec.gov
Vista Finance, LLCClayton$320 million1adviserinfo.sec.gov
Clarity Financial PlannersClayton$132.5 millionNot listedadviserinfo.sec.gov
Laminar Wealth LLCClayton$131.8 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.