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
Arcus Capital Partners, LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 21, 2012 · 65 filings
SEC status approved since Jun 19, 2008
RAUM
$2.5B
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
73%
$1.8B individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$359M
derived; firm RAUM over IAPD count
Employees
15
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
65 filings and snapshots on the tape
RAUM$2.5B as of Mar 31, 2026
Mar 21, 2012$892M then
HNW client RAUM$1.8B as of Mar 31, 2026
Mar 31, 2018$1.0B then
State-registered IARs (5.B.3)5 as of Mar 31, 2026
Mar 21, 20120 then
Employees (5.A)15 as of Mar 31, 2026
Feb 25, 20138 then
Private funds2 as of Mar 31, 2026
Mar 29, 20171 then
RAUM +18% over the last fiscal year+6.2% a year over threeIARs 7 to 5
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $359MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 64derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.5MderivedHNW RAUM over HNW clients
- Average account
- $1.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 8.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.1derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- -29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.4%derived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $846M, 144 clientsreportedItem 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.8B72%
- Corporations and businesses$452M18%
- Charitable organizations$213M8.5%
- Pooled investment vehicles$18.1M0.7%
- Individuals$15.0M0.6%
- Pension and profit-sharing plans$23,8820.0%
- Individual clients
- 46reported
- HNW clients
- 401reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,667reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $846M for 144 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.73 fund_share=0.01 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Steven Christopher Edwards | Atlanta, Ga | Dec 15, 2008 | 32 y | 2 |
| Stephen Stehly Sloan | Atlanta, Ga | Dec 15, 2008 | 35 y | 1 |
| William Ross Singletary | Jacksonville, Fl | Dec 15, 2008 | 27 y | 2 |
| Matt Brett BaileyChartered Financial Analyst | Atlanta, Ga | Jan 26, 2021 | 16 y | 5 |
| Laura Ireland StilesCertified Financial Planner | Atlanta, Ga | Jun 26, 2023 | 17 y | 0 |
| Jon Gabriel Lontai | Castle Rock, Co | Jan 7, 2026 | 13 y | 3 |
| Stephan Richard Szilvasi | Atlanta, Ga | Apr 24, 2026 | 10 y | 1 |
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 14% of current headcount1 left over 36 months
Left, latest
- Robert Earl O'Quinn to Thepartners Wealth ManagementApr 19, 2026 · RIA to RIA
- Charles Thomas Anglin to Pierson Wealth ManagementMay 11, 2021 · RIA to RIA
- Michael Hayes Rollauer to Waypoint Wealth Counsel LLCMar 22, 2021 · RIA to RIA
- Timothy James Kohn to Charles Schwab & Co., Inc.Feb 5, 2021 · RIA to affiliated broker-dealer or bank
- Sean William Moneypenny to Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 22, 2019 · RIA to wirehouse
- Robert Werner Joel to Salvus Wealth Management, LLCOct 1, 2014 · Other
- Michael John Butkus to Raymond James & Associates, Inc.Dec 3, 2013 · Other
Joined, latest
- Stephan Richard Szilvasi from Fidelity Personal And Workplace AdvisorsApr 24, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jon Gabriel Lontai from Charles Schwab & Co., Inc.Jan 7, 2026 · Affiliated broker-dealer or bank to independent RIA
- Charles Thomas Anglin from Cahaba Wealth Management, Inc.Apr 29, 2021 · RIA to RIA
- Matt Brett Bailey from Enclave Advisors, LLCJan 26, 2021 · RIA to RIA
- Timothy James Kohn from Charles Schwab Investment Advisory, IncDec 11, 2019 · RIA to RIA
- Robert Earl O'Quinn from Scharf Investments, LLCAug 6, 2019 · RIA to RIA
- Sean William Moneypenny from Strategic Advisers LLCMar 8, 2018 · Other
- Robert Werner Joel from Hightower Advisors, LLCApr 5, 2012 · Other
- Michael Hayes Rollauer from Harvest Oak Capital, LLCMar 21, 2011 · Other
- Michael John Butkus from Credit Suisse Securities (USA) LLCMay 28, 2010 · Other
- Stephen Stehly Sloan from Credit Suisse Securities (USA) LLCDec 15, 2008 · Other
- William Ross Singletary from Credit Suisse Securities (USA) LLCDec 15, 2008 · Other
- Steven Christopher Edwards from Credit Suisse Securities (USA) LLCDec 15, 2008 · Other
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Arcus Absolute Return Fund, LP | Other Private Fund | $6.2M | 10 | Mar 28, 2024 |
| Arcusbarrow Partners LPno longer reported | Hedge Fund | $5.2M | 9 | Mar 29, 2017 |
| Arcus Elbrus #179, LLC | Other Private Fund | $832,169 | 10 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Christopher Steven Edwards · Managing Partnercontrolsince 09/2008 · owns less than 5%
- Burnett Adrienne Mandt · Chief Compliance Officercontrolsince 01/2015 · owns less than 5%
- Ross William Singletary · Managing Partnercontrolsince 09/2008 · owns less than 5%
- Stehly Stephen Sloan · Chairman/Managing Partnercontrolsince 09/2008 · owns less than 5%
- Christopher Steven Edwards · Limited Partnercontrolsince 09/2008 · owns 75% or more of Nyccc, LP
- Haskell Sally Singletary · Limited Partnercontrolsince 09/2008 · owns 50% to 75% of Chestnut Street Partners, LP
- Ross William Singletary · Limited Partnercontrolsince 09/2008 · owns 50% to 75% of Chestnut Street Partners, LP
- Stehly Stephen Sloan · Limited Partnercontrolsince 09/2008 · owns 75% or more of Diersol, LP
Entity owners
- Chestnut Street Partners, LP · Memberdirect · owns 25% to 50%
- Diersol, LP · Memberdirect · owns 25% to 50%
- Nyccc, LP · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 7 | 2 | 0 | ||
| Jacksonville, Fl | 1 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Jacksonville, FL2 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 31, 2026SLOAN, STEPHEN, STEHLY (LIMITED PARTNER) left Schedule A between the filings of 2015-01-23 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 31, 2026SINGLETARY, SALLY, HASKELL (LIMITED PARTNER) left Schedule A between the filings of 2015-01-23 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 1,566 to 1,667Feb 16, 2026 to Mar 31, 2026
- Advisory employees · 7 to 5Feb 16, 2026 to Mar 31, 2026
- Corporate clients · 8 to 17Feb 16, 2026 to Mar 31, 2026
- HNW clients · 359 to 401Feb 16, 2026 to Mar 31, 2026
- Individual clients · 65 to 46Feb 16, 2026 to Mar 31, 2026
- Assets in custody · $679M to $846MFeb 16, 2026 to Mar 31, 2026
- Employees · 13 to 15Feb 16, 2026 to Mar 31, 2026
- State-registered IARs · 7 to 5Feb 16, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $2.3BFeb 16, 2026 to Mar 31, 2026
- HNW RAUM · $1.5B to $1.8BFeb 16, 2026 to Mar 31, 2026
- Individual RAUM · $18.3M to $15.0MFeb 16, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $96.1M to $198MFeb 16, 2026 to Mar 31, 2026
- Pension RAUM · $1.3M to $23,882Feb 16, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $16.6M to $18.1MFeb 16, 2026 to Mar 31, 2026
- RAUM · $2.1B to $2.5BFeb 16, 2026 to Mar 31, 2026
- Accounts · 1,513 to 1,566Jan 15, 2025 to Mar 31, 2025
- Advisory employees · 6 to 7Jan 15, 2025 to Mar 31, 2025
- Advisory activities · 4 to 5Jan 15, 2025 to Mar 31, 2025
- Corporate clients · 15 to 8Jan 15, 2025 to Mar 31, 2025
- HNW clients · 322 to 359Jan 15, 2025 to Mar 31, 2025
- Individual clients · 58 to 65Jan 15, 2025 to Mar 31, 2025
- Pooled vehicle clients · 2 to 3Jan 15, 2025 to Mar 31, 2025
- Assets in custody · $759M to $679MJan 15, 2025 to Mar 31, 2025
- Employees · 12 to 13Jan 15, 2025 to Mar 31, 2025
- Financial planning clients · unset to 1-10Jan 15, 2025 to Mar 31, 2025
- State-registered IARs · 6 to 7Jan 15, 2025 to Mar 31, 2025
- Discretionary RAUM · $2.2B to $2.0BJan 15, 2025 to Mar 31, 2025
- HNW RAUM · $1.7B to $1.5BJan 15, 2025 to Mar 31, 2025
- Individual RAUM · $30.1M to $18.3MJan 15, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $167M to $96.1MJan 15, 2025 to Mar 31, 2025
- Pension RAUM · $1.2M to $1.3MJan 15, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $17.3M to $16.6MJan 15, 2025 to Mar 31, 2025
- RAUM · $2.4B to $2.1BJan 15, 2025 to Mar 31, 2025
- Accounts · 1,447 to 1,513Oct 6, 2023 to Mar 28, 2024
- Advisory employees · 5 to 6Oct 6, 2023 to Mar 28, 2024
- Corporate clients · 13 to 15Oct 6, 2023 to Mar 28, 2024
- HNW clients · 302 to 322Oct 6, 2023 to Mar 28, 2024
- Individual clients · 62 to 58Oct 6, 2023 to Mar 28, 2024
- Pooled vehicle clients · 1 to 2Oct 6, 2023 to Mar 28, 2024
- Assets in custody · $281M to $759MOct 6, 2023 to Mar 28, 2024
Signals
4 dated events
- Robert Earl O'Quinn left Arcus Capital Partners, Llc for Thepartners Wealth Management (registered 2026-03-20)Apr 19, 2026 · Advisor changed firm · fact
- Christine Jill Edwards (Limited Partner) no longer on Schedule A of Arcus Capital Partners, Llc (listed 2023-10-06, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Arcus Capital Partners, Llc reported RAUM $2.1B, up 26% from $1.7B (2023-01-19 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Arcus Capital Partners, Llc reported RAUM $1.2B, down 27% from $1.7B (2018-06-26 to 2018-07-24)Jul 24, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Arcus Capital Partners, LLC · Independent Sponsorsshared crd · capital_provider
- Arcus Capital Partners, LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 404-949-2111reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/arcus-capitalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ARCUSCP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 404-949-2111reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- arcuscp.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- arcuscp.com/teamreportedpublished by the firm, firm site, Sep 15, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $359Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026