Data / Investment advisers / Florida / Agw Capital Advisors
Agw Capital Advisors, Tampa, FL: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Agw Capital Advisors is an SEC registered investment adviser with its main office in Tampa, Florida and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and other fees. It advises 1 private fund.
The request: Watch Agw Capital Advisors (CRD number 150570): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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
- 150570
- SEC file number
- 801-70256
- SEC status
- Approved, effective June 1, 2009
- Legal name
- Annis Gardner Whiting Capital Advisors LLC
- Main office
- 511 W. Bay Street Suite 310, Tampa, FL 33606
- Phone
- (813) 254-4700
- Website
- agwcapital.com
- Regulatory AUM
- $1,726,801,585 in the Form ADV filed March 13, 2026
- Discretionary AUM
- $1,388,824,292
- Non discretionary AUM
- $337,977,293
- Accounts
- 2,044
- Employees
- 21, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $4,235,196
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 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 type | Clients | AUM |
|---|---|---|
| High net worth individuals | 92 | $1.37 billion |
| Charitable organizations | 6 | $227.9 million |
| Corporations or other businesses | 3 | $69.6 million |
| Pension and profit sharing plans | 4 | $26.7 million |
| Insurance companies | 1 | $15.2 million |
| Individuals (other than high net worth individuals) | 35 | $13.3 million |
| Pooled investment vehicles | 1 | $4.2 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 of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.73 billion | March 13, 2026 |
| December 1, 2025 | $1.48 billion | March 21, 2025 |
Other advisers in Tampa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Concurrent Asset Management, LLC | Tampa | $2.49 billion | 2 | adviserinfo.sec.gov |
| Jaffe Tilchin Investment Partners, LLC | Tampa | $2.45 billion | 1 | adviserinfo.sec.gov |
| Fidelis Capital | Tampa | $2.28 billion | Not listed | adviserinfo.sec.gov |
| Doubleline ETF Adviser LP | Tampa | $2.13 billion | Not listed | adviserinfo.sec.gov |
| Suncoast Equity Management, LLC | Tampa | $2.11 billion | Not listed | adviserinfo.sec.gov |
| Calton & Associates, Inc. | Tampa | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Anzu Partners, LLC | Tampa | $1.08 billion | 22 | adviserinfo.sec.gov |
| Weatherford Capital Management | Tampa | $1.05 billion | 21 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tampa, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Agw Capital Advisors on the SEC's adviser search
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.