← Directory

ARCUS CAPITAL PARTNERS, LLC

CRD 147346File 801-69325
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.51B
Top 25% of cohort (national)
Discretionary AUM
$2.31B
Non-discretionary $198.0M
Clients
467
1,667 accounts
Employees
15
Top 25% of cohort in GA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Jun 19, 2008
Principal office
3060 PEACHTREE ROAD N.W., SUITE 1880, ATLANTA, GA, 30305
Phone
404-949-2111

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.51B
Discretionary AUM
$2.31B
Non-discretionary AUM
$198.0M
Discretionary accounts
1,639
Non-discretionary accounts
28
Total accounts
1,667
AUM per client
$5.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other17$451.8M
Charitable organizationsFewer than 5$213.3M
High net worth individuals401$1.81B
Pooled investment vehicles3$18.1M
Pension and profit sharing plansFewer than 5$24K
Individuals (other than high net worth individuals)46$15.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — GENERAL PARTNER PROFITS ALLOCATION & EARNED/CARRIED INTEREST
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1315increased by2
Apr 1, 2026Clients435467increased by32
Apr 1, 2026AUM$2,122,557,796$2,512,571,391increased by$390,013,595
Apr 1, 2026Accounts1,5661,667increased by101
May 1, 2025
vs Oct 1, 2022
Employees1113increased by2
May 1, 2025
vs Oct 1, 2022
Clients346435increased by89
May 1, 2025
vs Oct 1, 2022
AUM$1,667,907,186$2,122,557,796increased by$454,650,610
May 1, 2025
vs Oct 1, 2022
Accounts1,3921,566increased by174
Apr 1, 2022Clients391346decreased by45
Apr 1, 2022AUM$1,415,469,468$1,667,907,186increased by$252,437,718
Apr 1, 2022Accounts2,5751,392decreased by1,183
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ARCUS CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARCUS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.