AGW Capital Advisors was founded in 2009 by Jay Annis, P.J. Gardner and Paul Whiting, who remain its principal owners. Alongside private wealth management, the firm advises institutional clients. Portfolios are built around asset allocation and the selection of outside investments, including mutual funds, ETFs and third-party separately managed accounts, whose fees are charged in addition to AGW's fee.
Overview
- Headquarters
- Tampa, FL
- Total Firm Assets
- $1.7 billion
- Average High-Net-Worth Client Portfolio Size
- $14.9 million
Recent Rankings
Fee Disclosure
Source: ADV PART 2 DISCLOSURE BROCHURE (2025-03-21)
· View brochure text
Latest filing: ADV PART 2 DISCLOSURE BROCHURE (2026-03-13)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $87,500 | 0.88% |
| $50 million | $225,000 | 0.45% |
| $100 million | $350,000 | 0.35% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 79.33%
- Number of High-Net-Worth Clients
- 92
- Total Client Accounts
- 2,044
- Discretionary Accounts
- 1,621
- Non-Discretionary Accounts
- 423
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 150570
- ADV PART 2 DISCLOSURE BROCHURE (2026-03-13) · View brochure text
- ADV PART 2 DISCLOSURE BROCHURE (2025-03-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗