Arcus Capital Partners, LLC

Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high‑net‑worth individuals, charitable organizations, corporations and retirement plans, generally requiring a minimum portfolio of $1,000,000. The firm manages roughly $2.5 billion in client assets and works with both individual accounts and pooled investment vehicles.

Arcus begins client relationships with a data‑gathering interview and builds personalized plans that typically include allocations to mutual funds, ETFs, stocks, bonds, hedge funds, limited partnerships and separate account managers. Portfolio construction relies on qualitative and quantitative manager screening and ongoing monitoring, and the firm may allocate to sub‑advisers or use strategies such as options, margin and short sales when appropriate to a client’s objectives.

What is distinctive for this firm relative to many peers is that Arcus acts as adviser and General Partner to private funds and other pooled vehicles, receiving management fees and carried interest and sometimes sharing in performance‑based fees from sub‑advisers; the firm discloses these arrangements and says it follows allocation procedures and other controls to address conflicts. Arcus also sponsors or syndicates investment products (including an affiliated tactical allocation ETF) and engages in referral and revenue‑sharing arrangements for certain third‑party programs, arrangements the firm discloses as potential conflicts of interest.