# Agnew Capital Management LLC

> Agnew Capital Management LLC is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 165305
- Filed as: AGNEW CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165305
- AdvisorCensus page: https://advisorcensus.com/firm/agnew-capital-management-llc-165305

## Quick answers

**How is Agnew Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Agnew Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Agnew Capital Management LLC registered with the SEC or a state?**
Agnew Capital Management LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165305.

**How much does Agnew Capital Management LLC manage?**
Agnew Capital Management LLC reports $3,082,035 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (48% discretionary).

**What types of clients does Agnew Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (1).

**Does Agnew Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165305

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,082,035
- Discretionary: $1,479,142
- Non-discretionary: $1,602,893

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $1,479,142 |
| High net worth individuals | 1 | $1,602,893 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- agnewcapital.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Agnew Capital Management LLC (CRD 165305): Form ADV filing data as of October 2026.