SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Arcus Capital Partners, LLC
Atlanta, GA
CRD 147346
Firm filing updated March 31, 2026 ·
- $2.5BAssets
- 5Advisory staff
- 1,667Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals401
- Individuals46
- Corporations or other businesses17
- Pooled vehicles3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 46 | $15.0 million |
| High net worth individuals | 401 | $1.8 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $18.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $23,882 |
| Charitable organizations | Fewer than 5 clients | $213.3 million |
| Corporations or other businesses not listed above | 17 | $451.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.5 billion
- Accounts1,667
- Discretionary$2.3 billion · 1,639 accounts
- Non-discretionary$198.0 million · 28 accounts
People
- Employees15
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 147346, SEC file 801-69325.
- Registered with the SEC as an investment advisor (status date on record: June 19, 2008).
Is Arcus Capital Partners, LLC a fiduciary?
Short answer: Arcus Capital Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.