Wealth manager, independent · Atlanta, GA
Arcus Capital Partners, LLC
SEC-registered investment adviser · CRD 147346 · SEC 801-69325
At a glance
Arcus Capital Partners, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $2.5B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 447 individual clients, 401 of them high-net-worth, holding an average of about $4.1 million each, and 15 employees. That ranks it 447th among the nation’s 5,657 independent wealth management RIAs and 23rd of 171 in Georgia. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 404-949-2111arcuscp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.5B
- Rank among independent wealth managers
- #447 of 5,657
- Rank among all SEC RIAs
- #3,160 of 17,210
- Rank in Georgia
- #23 of 171
- Individual clients
- 447
- High-net-worth clients
- 401
- Accounts
- 1,667
- Discretionary
- 92% of AUM
- Employees
- 15
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Stephen S. SloanChairman/managing Partner
- Steven C. EdwardsManaging Partner
- William R. SingletaryManaging Partner
- Adrienne B. MandtChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Arcus Capital Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 401 | $1.8B | 72% |
| Corporations or other businesses | 17 | $452M | 18% |
| Charitable organizations | – | $213M | 8% |
| Pooled investment vehicles | 3 | $18M | <1% |
| Individuals | 46 | $15M | <1% |
| Pension and profit sharing plans | – | $0M | <1% |
Private funds
Arcus Capital Partners, LLC reports 2 private funds with $7M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Arcus Capital Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗arcuscp.com ↗
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The full record on Arcus Capital Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,601 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| MontagAtlanta | $3.0B | 477 |
| Bison Wealth, LLCAtlanta | $2.7B | 8,569 |
| Strategic Blueprint, LLCAtlanta | $2.5B | 3,338 |
| Sound View Wealth Advisors Group, LLCSavannah | $2.3B | 927 |
| Cahaba Wealth Management, Inc.Atlanta | $2.1B | 888 |
| The Fiduciary GroupSavannah | $2.0B | 621 |
Background
Questions
How much does Arcus Capital Partners, LLC manage?
Arcus Capital Partners, LLC reports $2.5B in regulatory assets under management across 1,667 accounts, 92% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Arcus Capital Partners, LLC have?
It reports 447 individual clients: 401 high-net-worth individuals and 46 other individuals. Individuals account for about 73% of its regulatory assets.
Where is Arcus Capital Partners, LLC headquartered?
Its main office is in Atlanta, Georgia. It reports 2 offices in total and 15 employees, 5 of whom perform investment advisory functions.
How does Arcus Capital Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Arcus Capital Partners, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($1.3B); Fidelity ($481M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Arcus Capital Partners, LLC a hybrid RIA with a broker-dealer?
Arcus Capital Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Arcus Capital Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Arcus Capital Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Arcus Capital Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →