Overview
Assets Under Management: $10.0 billion
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 15
Average Client Assets: $6.7 million
Frequently Asked Questions
AGINCOURT CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112096), AGINCOURT CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AGINCOURT CAPITAL MANAGEMENT, LLC is headquartered in RICHMOND, VA.
AGINCOURT CAPITAL MANAGEMENT, LLC serves 15 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, AGINCOURT CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
AGINCOURT CAPITAL MANAGEMENT, LLC manages $10.0 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, AGINCOURT CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.02%
Average Client Assets: $6.7 million
Total Client Accounts: 414
Discretionary Accounts: 414
Regulatory Filings
CRD Number: 112096
Filing ID: 2076915
Last Filing Date: 2026-03-31 13:27:31