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Isabel Malia Van breusegen

Investment adviser representative at Agw Capital Advisors
22 yearsExperience
1 stateRegistered in
$1.7BFirm assets
17 yearsFirm in business

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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

22 years in the industry.

  1. Agw Capital AdvisorsAug 2024 to now
  2. Epr PropertiesJun 2023 to Jul 2023
  3. Mariner Wealth AdvisorsMay 2022 to Aug 2022
  4. Shoreline Recruitment GroupJan 2020 to Jun 2024
  5. Johnny's BbqJan 2018 to Jan 2019
  6. Santa MartaSep 2016 to Feb 2017
  7. Talent UnlimitedJan 2004 to May 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
7986123
Firm CRD
150570
Advisor's SEC record (opens in a new tab)
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