Investment adviser · CRD 150570

AGW CAPITAL ADVISORS

Investment adviser filing (IA)

ANNIS GARDNER WHITING CAPITAL ADVISORS LLC

TAMPA, FL, United States · Form ADV filed Mar 13, 2026

Regulatory AUM
$1.73B
Form ADV · Item 5.F
Client accounts
2,044
Accounts, not individual clients
Employees
21
Reported in this filing
Advisory professionals
14
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals92$1,369,938,88579.3%
Charities6$227,851,12713.2%
Corporations & businesses3$69,598,5784.0%
Retirement plans4$26,673,2401.5%
Insurance companies1$15,225,0730.9%
Individuals35$13,279,4860.8%
Pooled investment vehicles1$4,235,1960.2%
Filing source

Form ADV 2067761 · Mar 13, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AGW PE ACCESS VEHICLE: BPV - IV, LLCOther Private Fund · Last reported Mar 13, 2026$4.24MGross asset value

Form D fundraising filings

AGW PE Access Vehicle: BPV-IV, LLC

Auditor FORVIS MAZARS TAMPA, Florida, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FORVIS MAZARS
PCAOB 57

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-4719330736
Reported beneficial owners
16
Minimum commitment
$250K
Form D file number
021-388603

Form ADV 2067761 · Mar 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 13, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

511 W. BAY STREET, SUITE 310
TAMPA, FL, 33606, United States

CRD 150570

Filing source

Form ADV 2067761 · Mar 13, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.