About the firm
AGW Capital is a fiduciary, fee-only investment advisory firm that applies a research-driven, transparent approach to managing financial affairs for both individuals and institutions. The firm leverages a multidisciplinary advisory board and limits its client-to-consultant ratio to provide hands-on, proactive guidance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Institutional Consulting (managing corporate assets, retirement and benefit plans, and endowments and foundations) and Private Wealth Management (investment management with a transparent, hands-on approach).
Who they serve
Individuals and institutions, including those with corporate assets, retirement and benefit plans, endowments and foundations, and private wealth clients seeking to protect family legacy and ensure financial vitality.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Next $5,000,000 | 0.75% |
| Next $15,000,000 | 0.50% |
| Over $25,000,000 | 0.25% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AGW Capital Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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