Arcus Capital Partners Review


Trust Score 74%
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Arcus Capital Partners, federally registered in 2008, is a Registered Investment Advisor (RIA) in 20 state(s) with a licensed staff of 5 advisors. Arcus Capital Partners manages $1 billion and provides investment advisory services for 227 clients (1:46 advisor/client ratio).

Arcus Capital Partners requires a $1,000,000 minimum investment and charges a blended rate between 1.50% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 46 clients (industry average 1:50)

Considerations


  • Firm has been federally registered for only 10 years
  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $5,407,307
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:46
Headquarters Atlanta, GA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $5,000,000 1.50%
$5,000,001 to $10,000,000 1.00%
$10,000,001 to $20,000,000 0.85%
$20,000,001 to $50,000,000 0.70%
$50,000,001 to $100,000,000 0.60%
$100,000,001+ 0.50%


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