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AdvisorCensus / Financial advisors / Georgia / Atlanta / Arcus Capital Partners, LLC

Arcus Capital Partners, LLC

Atlanta, GASEC-registered investment adviserCRD 147346

Filed as ARCUS CAPITAL PARTNERS, LLC

Arcus Capital Partners, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

18 years
registered since 2008
$2,512,571,391
assets under management
4 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Arcus Capital Partners, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Arcus Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.

Where is Arcus Capital Partners, LLC located?

Arcus Capital Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Arcus Capital Partners, LLC registered with the SEC or a state?

Arcus Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147346.

How much does Arcus Capital Partners, LLC manage?

Arcus Capital Partners, LLC reports $2,512,571,391 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (92% discretionary).

How have Arcus Capital Partners, LLC's assets and staff changed since 2021?

In the Form ADV data for Arcus Capital Partners, LLC: Regulatory assets under management: $1,415,469,468 in the October 2021 data and $2,512,571,391 in the October 2026 data, up 78%. Total employees: 11 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Arcus Capital Partners, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (401); individuals (other than high net worth individuals) (46); corporations or other businesses not listed above (17).

Which custodians does Arcus Capital Partners, LLC use?

Arcus Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

Does Arcus Capital Partners, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147346

Does Arcus Capital Partners, LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 31, 2026 says: "As a condition for starting and maintaining an advisory relationship, we generally require a minimum portfolio size of $1,000,000."

What changed in Arcus Capital Partners, LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 7 to 5. Regulatory assets under management went from $2,122,557,796 to $2,512,571,391 (+18%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Account minimum: $1,000,000

The brochure's wording
As a condition for starting and maintaining an advisory relationship, we generally require a minimum portfolio size of $1,000,000.

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$2,512,571,391

$2,512,571,391 as of October 2026, filing dated March 31, 2026.

Discretionary: $2,314,553,062.Non-discretionary: $198,018,329.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 46 Assets $15,027,230 (1%)
High net worth individuals
Clients 401 Assets $1,814,303,041 (72%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 3 Assets $18,071,098 (1%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $23,882 (0%)
Charitable organizations
Clients Fewer than 5 Assets $213,341,685 (8%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 17 Assets $451,804,455 (18%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2008 (18 years)
Employees
Total: 15. Performing investment advisory functions: 5.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Jacksonville, FL
States registered or notice-filed
40 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$1.42B 2021 $1.67B 2022 $2.1B 2023 $2.35B 2024 $2.12B 2025 $2.51B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$2,512,571,39115March 31, 2026
October 2025$2,122,557,79613March 31, 2025
October 2024$2,351,632,04412September 3, 2024
October 2023$2,100,618,09911August 30, 2023
October 2022$1,667,907,18611April 21, 2022
October 2021$1,415,469,46811May 26, 2021

Regulatory assets under management: $1,415,469,468 in the October 2021 data and $2,512,571,391 in the October 2026 data, up 78%.

Total employees: 11 in October 2021 and 15 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 7 to 5.
    • Regulatory assets under management went from $2,122,557,796 to $2,512,571,391 (+18%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
arcuscp.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Arcus Capital Partners, LLC (CRD 147346): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/arcus-capital-partners-llc-atlanta-ga-147346