Agincourt Capital Management, LLC

Agincourt Capital Management, LLC (CRD# 112096) is a financial advisory firm headquartered in Richmond, VA. They manage $6,413,693,668 in 328 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,414
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $19,553,944
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, LA, MD, MO, NC, NJ, NY, OH, PA, TX, VA

Financial Advisors at Agincourt Capital Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Ryon H. Acey
CRD#: 2992366
200 S 10th Street, Suite 800, Richmond, VA 23219
96
Wealthminder
score

Ryon Acey (CRD# 2992366) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 19 years of experience in the finance industry.

2
William M. Armes
CRD#: 2408274
200 S 10th Street, Suite 800, Richmond, VA 23219
93
Wealthminder
score

William Armes (CRD# 2408274) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 24 years of experience in the finance industry.

3
Lewis D. Buoyer
CRD#: 1723704
200 S 10th Street, Suite 800, Richmond, VA 23219
93
Wealthminder
score

Lewis Buoyer (CRD# 1723704) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 26 years of experience in the finance industry.

4
Bradley P. Coats
CRD#: 1454282
200 S 10th Street, Suite 800, Richmond, VA 23219
93
Wealthminder
score

Bradley Coats (CRD# 1454282) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 25 years of experience in the finance industry.

5
Shannon B. Hughes
CRD#: 4553226
200 S 10th Street, Suite 800, Richmond, VA 23219
93
Wealthminder
score

Shannon Hughes (CRD# 4553226) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 17 years of experience in the finance industry.

6
Patrick K. Kelly
CRD#: 1455242
200 S 10th Street, Suite 800, Richmond, VA 23219
93
Wealthminder
score

Patrick Kelly (CRD# 1455242) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 32 years of experience in the finance industry.

7
Stacey L. Margolis
CRD#: 4663778
200 S 10th Street, Suite 800, Richmond, VA 23219
93
Wealthminder
score

Stacey Margolis (CRD# 4663778) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 14 years of experience in the finance industry.

8
Brian S. Marshall
CRD#: 3237657
200 S 10th Street, Suite 800, Richmond, VA 23219
93
Wealthminder
score

Brian Marshall (CRD# 3237657) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 18 years of experience in the finance industry.

9
Patrick T. Ohara
CRD#: 2253249
200 S 10th Street, Suite 800, Richmond, VA 23219
93
Wealthminder
score

Patrick Ohara (CRD# 2253249) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 25 years of experience in the finance industry.

10
Nandan A. Shah
CRD#: 5545292
200 South 10th Street, Suite 800, Richmond, VA 23219
93
Wealthminder
score

Nandan Shah (CRD# 5545292) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 7 years of experience in the finance industry.

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