ANNIS GARDNER WHITING CAPITAL ADVISORS LLC
Legal name: AGW CAPITAL ADVISORS
CRD #150570 SEC #801-70256 TAMPA, FL 813-254-4700
SEC Registered Private Funds
Total AUM
$1.5B
Discretionary
$1.2B
Employees
18
Clients
--
Accounts
1,257
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Holthaus, Shannon, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holthaus, Shannon, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANNIS, JEFFREY, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| GARDNER, PETER, JUSTIN | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | C | Control |
| WHITING, PAUL, LEO | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER | C | Control |
| WHITING, PAUL, LEO | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (6)
AL FL GA NC NY TX
Address
511 W. BAY STREETSUITE 310
TAMPA, FL 33606
United States
Phone: 813-254-4700