Arcus Capital Partners, LLC
Registered investment adviser · Atlanta, GA · CRD #147346
Form ADV data as of 2026-09-01Regulatory assets
$2.51 billion
Total accounts
1,667
Employees
15
Disclosure events
0
Firm details
- Website: http://www.arcuscp.com
- Telephone: 404-949-2111
- SEC file number: 801-69325
- Most recent Form ADV filing: 2026-03-31
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $2.31 billion |
| Non-discretionary regulatory assets under management | $198.0 million |
| Total regulatory assets under management | $2.51 billion |
| Discretionary accounts | 1,639 |
| Non-discretionary accounts | 28 |
| Total accounts | 1,667 |
| Regulatory assets under management attributable to non-U.S. persons | $100,000 |
People
| Total employees (excluding clerical) | 15 |
| Employees performing investment advisory functions (including research) | 5 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 5 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $845.6 million |
| Clients for whom the firm has custody | 144 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $832,169 |
| Clients for whom a related person has custody | 1 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys securities from or sells securities to advisory clients (principal transactions)
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 46 | $15.0 million |
| High net worth individuals | 401 | $1.81 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 3 | $18.1 million |
| Pension and profit sharing plans (not the participants or government plans) | Not reported | $23,882 |
| Charitable organizations | Not reported | $213.3 million |
| Corporations or other businesses not listed above | 17 | $451.8 million |