Agw Capital Advisors

Agw Capital Advisors (CRD# 150570) is a financial advisory firm headquartered in Tampa, FL. They manage $1,150,280,809 in 975 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
511 W. Bay Street, Suite 310, Tampa, FL 33606
https://www.linkedin.com/company/agwcapitaladvisors/
By the Numbers
  • Total Assets Under Management
    1,150
    MILLION
  • Total Number of Accounts
    975
    ACCOUNTS
  • Average Account Value
    $1,179,775
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NY, TX

Financial Advisors at Agw Capital Advisors
Showing 1 - 9 of 9 top financial advisors.
1
Jeffrey Annis, financial advisor Tampa FL
Jeffrey S. Annis
CRD#: 3081533
511 W. Bay Street, Suite 310, Tampa, FL 33606

Jeffrey Annis (CRD# 3081533) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 24 years of experience in the finance industry.

2
Kathryn Bryant, financial advisor Tampa FL
Kathryn G. Bryant
CRD#: 2513163
511 W. Bay Street, Suite 310, Tampa, FL 33606

Kathryn Bryant (CRD# 2513163) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 19 years of experience in the finance industry.

3
Peter Gardner, financial advisor Tampa FL
Peter J. Gardner
CRD#: 3081457
511 W. Bay Street, Suite 310, Tampa, FL 33606

Peter Gardner (CRD# 3081457) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 24 years of experience in the finance industry.

4
Melissa Mayer, financial advisor Tampa FL
Melissa A. Mayer
CRD#: 5726426
511 W. Bay Street, Suite 310, Tampa, FL 33606

Melissa Mayer (CRD# 5726426) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 13 years of experience in the finance industry.

5
James Robbins, financial advisor Tampa FL
James L. Robbins
CRD#: 7031027
511 W. Bay Street, Suite 310, Tampa, FL 33606

James Robbins (CRD# 7031027) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 5 years of experience in the finance industry.

6
Paul Whiting, financial advisor Tampa FL
Paul L. Whiting
CRD#: 5671116
511 W. Bay Street, Suite 310, Tampa, FL 33606

Paul Whiting (CRD# 5671116) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 14 years of experience in the finance industry.

7
William Buser, financial advisor Tampa FL
William C. Buser
CRD#: 7084651
511 W. Bay Street, Suite 310, Tampa, FL 33606

William Buser (CRD# 7084651) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has 1 year of experience in the finance industry.

8
Chase Fowler, financial advisor Tampa FL
Chase Fowler
CRD#: 7212566
511 W. Bay Street, Suite 310, Tampa, FL 33606

Chase Fowler (CRD# 7212566) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 2 years of experience in the finance industry.

9
Jared Lynn, financial advisor Tampa FL
Jared B. Lynn
CRD#: 7813409
511 W. Bay Street, Suite 310, Tampa, FL 33606

Jared Lynn (CRD# 7813409) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals