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Arcus Capital Partners, LLC

CIK:0001651960
Investment Adviser
$2B AUM
124 holdings
Atlanta, GA, USA
Founded:2011
13 employees
Latest filing:Jun 30, 2025

Arcus Capital Partners, LLC is an independent, SEC-registered investment advisory firm headquartered in Atlanta, Georgia. Founded in 2011, the firm serves primarily high net worth individuals and select institutional clients, managing $2.1 billion in assets as of March 2025. With a team of 13, Arcus specializes in providing deeply customized investment programs, striving for strong, risk-adjusted returns through personalized service and a blend of traditional and alternative asset classes.

Investment Strategy

Arcus Capital Partners emphasizes a tailored, client-centric asset management approach that seeks to deliver outstanding risk-adjusted returns. The firm constructs bespoke investment portfolios, leveraging both traditional public equities and fixed income as well as a wide spectrum of alternative investments. Their mission is to maximize returns with the least risk, utilizing an agile mindset and maintaining diversified allocations. Arcus aligns its interests with clients by investing both firm and personal capital alongside client assets, always focusing on market outperformance especially during downturns, while maintaining disciplined strategies and active engagement with client goals.

Top Buys
I
IEFAISHARES TR
+$2.5M
I
IEMGISHARES INC
+$1.5M
I
IVVISHARES TR
+$1.4M
D
DVYISHARES TR
+$1.2M
Q
QQQINVESCO QQQ TR
+$1.2M
Top Sells
J
JPSTJ P MORGAN EXCHANGE TRADED F
-$9.4M
V
VEAVANGUARD TAX-MANAGED FDS
-$5.3M
D
DFHDREAM FINDERS HOMES INC
-$3.5M
T
TCAFT ROWE PRICE ETF INC
-$3.0M
V
VWOVANGUARD INTL EQUITY INDEX F
-$2.5M

Top Holdings

K
KOCOCA COLA CO
+19.2%$44.4M
D
DFHDREAM FINDERS HOMES INC
+10.5%$24.2M
D
DVYISHARES TR
+10.0%$23.1M
T
TCAFT ROWE PRICE ETF INC
+4.8%$11.0M
Q
QQQINVESCO QQQ TR
+3.4%$7.9M

Equity Positions (120)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
K
KO
COCA COLA CO19.21%$44.4M627,734$42.71$70.75-$546.1K
D
DFH
DREAM FINDERS HOMES INC10.49%$24.2M964,921$18.82$25.13-$3.5M
D
DVY
ISHARES TR9.99%$23.1M173,966$123.02$132.81+$1.2M
T
TCAF
T ROWE PRICE ETF INC4.75%$11.0M311,329$29.50$35.28-$3.0M
Q
QQQ
INVESCO QQQ TR3.42%$7.9M14,333$511.23$551.64+$1.2M

Industry Allocation

BEVERAGES
+19.2%
OPERATIVE BUILDERS
+10.5%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+2.7%
STATE COMMERCIAL BANKS
+2.0%
SERVICES-PREPACKAGED SOFTWARE
+2.0%