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Annis Gardner Whiting Capital Advisors, LLC
Annis Gardner Whiting Capital Advisors, LLC (d.b.a. AGW Capital Advisors) is a Tampa, Florida-based SEC-registered investment advisory firm founded in 2009 by Jay Annis, P.J. Gardner, and Paul L. Whiting, Jr. The firm specializes in providing investment management and advisory services to high net worth individuals, institutions, charitable organizations, and corporations. As of June 2024, AGW manages over $1.2 billion in assets and employs 14 people, focusing on both discretionary and non-discretionary portfolio management for a diverse client base.
Investment Strategy
AGW Capital Advisors employs a customized, client-centric approach to investment management, aiming to maximize the probability of clients achieving their stated objectives within suitable risk parameters. The firm assists clients in crafting investment policy statements, optimizing asset allocation, and establishing and monitoring portfolio strategies. AGW frequently manages assets on a discretionary basis, allowing it to make prompt adjustments on behalf of clients, but also offers non-discretionary and purely consultative relationships, particularly for institutional and committee-based clients. Their core services include goal setting, risk profiling, policy formulation, and dynamic portfolio oversight led by experienced investment professionals.
Latest 13F Filing Activity
Annis Gardner Whiting Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,313 equity positions with a total 13F market value of $289M. The fund increased holdings in Vanguard Index FDS, Vanguard Star FDS, Microsoft Corp. among other positions. Annis Gardner Whiting Capital Advisors, LLC reduced exposure to Apple Inc., Progressive Corp., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (1,313)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 11.07% | $32.0M | 104,950 | $243.16 | $303.93 | +$4.4M |
V VXUS | VANGUARD STAR FDS | 7.42% | $21.4M | 310,248 | $57.55 | $69.09 | +$4.4M |
M MSFT | MICROSOFT CORP | 3.86% | $11.2M | 22,418 | $375.01 | $497.41 | +$3.4M |
N NVDA | NVIDIA CORPORATION | 2.53% | $7.3M | 46,327 | $87.59 | $157.99 | +$3.0M |
A AAPL | APPLE INC | 2.40% | $6.9M | 33,814 | $180.85 | $205.17 | -$528.3K |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
P Paul Whiting | Principal | Tampa, FL , United States | |
 | Associate | Tampa, FL , United States | |
C Cfa® Cfp® | Principal | FL , United States | |
C Cima® Cfa® P. J. Gardner Cfp® | Principal | FL , United States | |
 | Senior Investment Analyst | Tampa, FL , United States | |
 | Principal | Tampa, FL , United States | |
 | Investment Analyst | Tampa, FL , United States | |
 | Senior Analyst | FL , United States |
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