Arcus Capital Partners Review

Arcus Capital Partners, founded in 2008, is a Registered Investment Advisor (RIA) in 20 state(s) with a licensed staff of 5 advisors. Arcus Capital Partners manages $1.23 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 between 1.50% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm has $1B or more in assets under management
  • No disciplinary history
  • Uses a trusted custodian
  • Firm has a high advisor to client ratio
  • Firm does not have an attorney conflict


  • Firm serves fewer than 1,000 clients
  • Been in business only 10 years
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

Managed Investing

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Trust Score

Annual Management Fee 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%
Feature Value
Estimated Fees (Annual) $15,000 on a $1,000,000 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 $1.23 billion
Advisor / Client Ratio 1:46

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