# 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.

- CRD: 147346
- Filed as: ARCUS CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147346
- AdvisorCensus page: https://advisorcensus.com/firm/arcus-capital-partners-llc-atlanta-ga-147346

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,512,571,391
- Discretionary: $2,314,553,062
- Non-discretionary: $198,018,329

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $15,027,230 |
| High net worth individuals | 401 | $1,814,303,041 |
| 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) | 3 | $18,071,098 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $23,882 |
| Charitable organizations | Fewer than 5 | $213,341,685 |
| 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 | 17 | $451,804,455 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 15 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Jacksonville, FL

### Websites listed on Form ADV (Item 1.I)
- arcuscp.com
- LinkedIn @arcus-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,415,469,468 | 11 | May 26, 2021 |
| October 2022 | $1,667,907,186 | 11 | April 21, 2022 |
| October 2023 | $2,100,618,099 | 11 | August 30, 2023 |
| October 2024 | $2,351,632,044 | 12 | September 3, 2024 |
| October 2025 | $2,122,557,796 | 13 | March 31, 2025 |
| October 2026 | $2,512,571,391 | 15 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arcus Capital Partners, LLC (CRD 147346): Form ADV filing data as of October 2026.