Paul Leo Whiting
Investment adviser representative at Agw Capital Advisors
17 yearsExperience
1 stateRegistered in
CFADesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Agw Capital AdvisorsMay 2009 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Agw Capital Advisors
Legal name: Annis Gardner Whiting Capital Advisors LLC
$1.7BAssets managed
142Clients
14Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5671116
- Firm CRD
- 150570