Agnew Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,082,035
Clients
20
5% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$154,102
About
The firm provides ongoing portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, corporations, investment companies, and other advisers. It serves a relatively small client base and does not maintain an account minimum.
The firm prepares an Investment Policy Statement for each client and employs fundamental, cyclical, and technical analysis across long- and short-term trading strategies, portfolio optimization, rebalancing, and security selection. While the adviser requests discretionary authority to execute transactions, a substantial portion of the firm’s assets are managed on a non-discretionary basis, so clients retain approval over many trades; accounts are reviewed at least monthly by the firm’s managing member and clients receive regular custodian reports.
Noteworthy for a firm of this size, a majority of assets are handled non-discretionarily, an arrangement that is uncommon among independent advisors. The firm also relies on digital custodial platforms that provide institutional support services and non‑economic benefits to the adviser, and it has recently narrowed its service offering to focus on investment management and consulting.
Client services
Portfolio management
Fee options
Less than $500,000 - $499,999: 0.75% $500,000+: Negotiable flat annual fee
$50/hour for Investment Consulting Services
Main office location
Agnew Capital Management LLC
Sierra Vista AZ, United States
Number of offices
1
Most active in
Agnew Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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