DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Agincourt Capital Management, LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 20, 2012 · 36 filings
SEC status approved since Jul 1, 1999
RAUM
$10.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
1.0%
$101M individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$829M
derived; firm RAUM over IAPD count
Employees
18
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$10.0B as of Mar 31, 2026
Mar 20, 2012$4.4B then
HNW client RAUM$101M as of Mar 31, 2026
Mar 20, 2018$66.8M then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 20, 20120 then
Employees (5.A)18 as of Mar 31, 2026
Mar 11, 201316 then
Private funds: no history
RAUM +2.6% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- $829MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 1derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.7MderivedHNW RAUM over HNW clients
- Average account
- $24.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 75%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 12.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -17%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companiesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$3.7B37%
- Insurance companies$2.1B21%
- Other investment advisers$1.5B15%
- Charitable organizations$1.3B13%
- Corporations and businesses$675M6.8%
- Pension and profit-sharing plans$420M4.2%
- Investment companies$251M2.5%
- High-net-worth individuals$101M1.0%
- Individual clients
- 0reported
- HNW clients
- 15reported
- Pension plan clients
- 12reported
- Charitable clients
- 91reported
- Accounts
- 414reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.17 institutional_share=0.75 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Lewis Duncan BuoyerChartered Financial Analyst | Richmond, Va | Sep 23, 1999 | 34 y | 0 |
| Patrick Thomas O'HaraChartered Financial Analyst | Richmond, Va | Sep 23, 1999 | 34 y | 0 |
| Catherine Condon Temple | Richmond, Va | Feb 8, 2001 | 34 y | 0 |
| Brian Scott MarshallChartered Financial Analyst | Richmond, Va | Feb 15, 2001 | 27 y | 0 |
| Shannon Borum HughesChartered Financial Analyst | Richmond, Va | Aug 12, 2002 | 26 y | 0 |
| Stacey Lynn Margolis | Richmond, Va | Sep 29, 2003 | 27 y | 0 |
| Ryon Hale AceyChartered Financial Analyst | Richmond, Va | May 6, 2005 | 28 y | 0 |
| Justin Matthew HildebrandChartered Financial Analyst | Richmond, Va | Dec 11, 2018 | 12 y | 0 |
| John Christopher HaberlinChartered Financial Analyst | Richmond, Va | Dec 11, 2018 | 23 y | 2 |
| Jason A. Bennett | Richmond, Va | Sep 24, 2024 | 19 y | 0 |
| Benjamin GallikChartered Financial Analyst | Richmond, Va | Jul 22, 2025 | 13 y | 0 |
| Jed F Miller | Richmond, Va | Aug 18, 2025 | 20 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jed F Miller from Highland Capital Management, LLCAug 18, 2025 · Other
- John Christopher Haberlin from Davenport & Company LLCDec 11, 2018 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Dawn Erika Banks · Chief Compliance Officer And Membercontrolsince 07/2021 · owns less than 5%
- Duncan Lewis Buoyer · Membercontrolsince 05/1999 · owns 5% to 10%
- Kevin Patrick Kelly · Manager And Membercontrolsince 05/1999 · owns 5% to 10%
- George Mavroudis · Managercontrolsince 10/2020 · owns less than 5%
- Thomas Patrick Ohara · Membercontrolsince 05/1999 · owns 5% to 10%
- Michael Andrew Christodoulou · Shareholdercontrolsince 06/2024 · owns 25% to 50% of Minic Investments Limited
- Nicholas Christodoulou · Shareholdercontrolsince 06/2024 · owns 25% to 50% of Minic Investments Limited
- Diana Stephanie Christodoulou · Shareholdercontrolsince 06/2024 · owns 25% to 50% of Minic Investments Limited
- Dimitris-Stavros Chryssafou-Christodoulou · Shareholdercontrolsince 06/2024 · owns 25% to 50% of Minic Investments Limited
Entity owners
- Guardian Capital LLC · Memberdirect · owns 50% to 75%
- Guardian Capital Group Limited · Direct Ownerindirect · owns 75% or more of Guardian Innovations Inc
- Guardian Innovations Inc · Memberindirect · owns 75% or more of Guardian Capital LLC
- Minic Investments Limited · Shareholderindirect · owns 25% to 50% of Guardian Capital Group Limited
Related persons
Schedule D 7.A
- Alexandria Bancorp Limitedn
- Alexandria Global Investment Management Ltdinvestment advisern
- Alta Capital Management LLCinvestment advisernRAUM $1.6B
- Guardcap Asset Management Limitedinvestment advisernRAUM $5.9B
- Guardian Capital Advisors LPinvestment advisernRAUM $2.5B
- Guardian Capital LPinvestment adviseryRAUM $11B
- Guardian Capital Real Estate Gp Inc.pooled vehicle sponsorn
- Guardian Partners Inc.investment advisern
- Modern Advisor Canada, Inc.investment advisern
- The Raelipskie Partnershipinvestment advisernRAUM $1.1B
Advisers that list Agincourt Capital Management, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Richmond, Va · principal | 12 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 31, 2026broker-dealer affiliate (Item 7.A.1): no on the filing of 2026-02-23, yes on the filing of 2026-03-31peers: institutional managers, $5B to $20B (71)
What changed
consecutive filings, newest first
- Accounts · 393 to 414Feb 23, 2026 to Mar 31, 2026
- Advisory employees · 13 to 12Feb 23, 2026 to Mar 31, 2026
- Charity clients · 90 to 91Feb 23, 2026 to Mar 31, 2026
- HNW clients · 18 to 15Feb 23, 2026 to Mar 31, 2026
- Discretionary RAUM · $9.7B to $10.0BFeb 23, 2026 to Mar 31, 2026
- HNW RAUM · $58.7M to $101MFeb 23, 2026 to Mar 31, 2026
- Pension RAUM · $399M to $420MFeb 23, 2026 to Mar 31, 2026
- RAUM · $9.7B to $10.0BFeb 23, 2026 to Mar 31, 2026
- Related broker-dealer · false to trueFeb 23, 2026 to Mar 31, 2026
- Accounts · 396 to 393Nov 27, 2024 to Mar 26, 2025
- Advisory employees · 12 to 13Nov 27, 2024 to Mar 26, 2025
- Corporate clients · 19 to 17Nov 27, 2024 to Mar 26, 2025
- Assets in custody · unset to 0.0Nov 27, 2024 to Mar 26, 2025
- Custody of client assets · false to trueNov 27, 2024 to Mar 26, 2025
- Employees · 17 to 18Nov 27, 2024 to Mar 26, 2025
- Financial planning clients · unset to Nov 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $9.0B to $9.7BNov 27, 2024 to Mar 26, 2025
- HNW RAUM · $61.4M to $58.7MNov 27, 2024 to Mar 26, 2025
- Pension RAUM · $398M to $399MNov 27, 2024 to Mar 26, 2025
- RAUM · $9.0B to $9.7BNov 27, 2024 to Mar 26, 2025
- Accounts · 391 to 396Jul 14, 2023 to Mar 27, 2024
- Charity clients · 89 to 90Jul 14, 2023 to Mar 27, 2024
- Corporate clients · 20 to 19Jul 14, 2023 to Mar 27, 2024
- HNW clients · 17 to 18Jul 14, 2023 to Mar 27, 2024
- Pension plan clients · 13 to 12Jul 14, 2023 to Mar 27, 2024
- Employees · 18 to 17Jul 14, 2023 to Mar 27, 2024
- Discretionary RAUM · $7.4B to $9.0BJul 14, 2023 to Mar 27, 2024
- HNW RAUM · $56.6M to $61.4MJul 14, 2023 to Mar 27, 2024
- Pension RAUM · $474M to $398MJul 14, 2023 to Mar 27, 2024
- RAUM · $7.4B to $9.0BJul 14, 2023 to Mar 27, 2024
- Accounts · 370 to 391Mar 30, 2022 to Mar 30, 2023
- Charity clients · 84 to 89Mar 30, 2022 to Mar 30, 2023
- Corporate clients · 21 to 20Mar 30, 2022 to Mar 30, 2023
- HNW clients · 16 to 17Mar 30, 2022 to Mar 30, 2023
- Individual clients · unset to 0.0Mar 30, 2022 to Mar 30, 2023
- Pension plan clients · 14 to 13Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · unset to 0.0Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $7.7B to $7.4BMar 30, 2022 to Mar 30, 2023
- HNW RAUM · $54.1M to $56.6MMar 30, 2022 to Mar 30, 2023
- Individual RAUM · unset to 0.0Mar 30, 2022 to Mar 30, 2023
Signals
6 dated events
- Michael Andrew Christodoulou (Shareholder) appeared on Schedule A of Agincourt Capital Management, LlcNov 27, 2024 · Control person joined · fact
- Nicholas Christodoulou (Shareholder) appeared on Schedule A of Agincourt Capital Management, LlcNov 27, 2024 · Control person joined · fact
- Diana Stephanie Christodoulou (Shareholder) appeared on Schedule A of Agincourt Capital Management, LlcNov 27, 2024 · Control person joined · fact
- Dimitris-Stavros Chryssafou-Christodoulou (Shareholder) appeared on Schedule A of Agincourt Capital Management, LlcNov 27, 2024 · Control person joined · fact
- Paul Bradley Coats (Chief Compliance Officer) no longer on Schedule A of Agincourt Capital Management, Llc (listed 2021-03-23, absent 2021-07-12)Jul 12, 2021 · Control person left · inference
- George Mavroudis (Manager) appeared on Schedule A of Agincourt Capital Management, LlcOct 16, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/agincourt-capital-management-llc/mycompreportedpublic record, Form ADV, Sep 17, 2026
- Website
- AGINCOURTCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 804-648-1111reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $829Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026