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.
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 |