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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $1.2B | $318.3M | 18 | 15 |
| Mar 2025 | $1.5B | $1.2B | $318.3M | 18 | 15 |
| Jun 2024 | $1.2B | $919.1M | $231.2M | 14 | 9 |
| Mar 2024 | $1.2B | $919.1M | $231.2M | 14 | 9 |
| Sep 2023 | $2.9B | $785.2M | $2.1B | 15 | 0 |
| Apr 2023 | $2.9B | $785.2M | $2.1B | 15 | 0 |
| Apr 2023 | $2.9B | $785.2M | $2.1B | 15 | 0 |
| Mar 2023 | $2.9B | $785.2M | $2.1B | 15 | 0 |
| Jan 2023 | $3B | $967.2M | $2.1B | 12 | 0 |
| Jul 2022 | $3B | $967.2M | $2.1B | 13 | 0 |
| Jun 2022 | $3B | $967.2M | $2.1B | 12 | 0 |
| Apr 2022 | $3B | $967.2M | $2.1B | 12 | 0 |
| Mar 2022 | $3B | $967.2M | $2.1B | 12 | 0 |
| Sep 2021 | $2.4B | $787.1M | $1.6B | 11 | 0 |
| Jul 2021 | $2.4B | $787.1M | $1.6B | 9 | 0 |
| Jun 2021 | $2.4B | $787.1M | $1.6B | 9 | 0 |
| Apr 2021 | $2.4B | $787.1M | $1.6B | 10 | 0 |
| Mar 2021 | $2.4B | $787.1M | $1.6B | 10 | 0 |
| Jan 2021 | $2.1B | $646.7M | $1.5B | 11 | 0 |
| Jun 2020 | $2.1B | $646.7M | $1.5B | 12 | 0 |
| Mar 2020 | $2.1B | $646.7M | $1.5B | 12 | 0 |
| Sep 2019 | $2.2B | $510.6M | $1.7B | 11 | 0 |
| May 2019 | $2.2B | $510.6M | $1.7B | 12 | 0 |
| Apr 2019 | $2.2B | $510.6M | $1.7B | 11 | 0 |
| Mar 2019 | $2.2B | $510.6M | $1.7B | 11 | 0 |
| Jan 2019 | $2.1B | $543.8M | $1.6B | 12 | 0 |
| Nov 2018 | $2.1B | $543.8M | $1.6B | 11 | 0 |
| Mar 2018 | $2.1B | $543.8M | $1.6B | 9 | 0 |
| Sep 2017 | $1.7B | $243.3M | $1.5B | 9 | 26 |
| Jul 2017 | $1.7B | $243.3M | $1.5B | 10 | 26 |
| Mar 2017 | $1.7B | $243.3M | $1.5B | 9 | 26 |
| Mar 2016 | $1.6B | $224.2M | $1.4B | 6 | 26 |
| Aug 2015 | $618.5M | $206.9M | $411.6M | 6 | 26 |
| Jun 2015 | $618.5M | $206.9M | $411.6M | 6 | 26 |
| Mar 2015 | $618.5M | $206.9M | $411.6M | 5 | 26 |
| Mar 2015 | $618.5M | $206.9M | $411.6M | 5 | 26 |
| Jun 2014 | $554.1M | $181.8M | $372.4M | 4 | 26 |
| Apr 2014 | $554.1M | $181.8M | $372.4M | 4 | 26 |
| Apr 2014 | $648.8M | $193.8M | $455M | 4 | 26 |
| Mar 2014 | $648.8M | $193.8M | $455M | 4 | 26 |
| Mar 2013 | $547.6M | $162.3M | $385.4M | 4 | 26 |
| Mar 2012 | $437.7M | $112.8M | $324.9M | 1 | 26 |
| Mar 2011 | $361.7M | $80.9M | $280.8M | 5 | -- |
| Sep 2009 | $50.8M | $27.1M | $23.6M | 5 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$318.3M
Employees18
Clients15
DateMar 2025
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$318.3M
Employees18
Clients15
DateJun 2024
Total AUM$1.2B
Discretionary$919.1M
Non-Disc.$231.2M
Employees14
Clients9
DateMar 2024
Total AUM$1.2B
Discretionary$919.1M
Non-Disc.$231.2M
Employees14
Clients9
DateSep 2023
Total AUM$2.9B
Discretionary$785.2M
Non-Disc.$2.1B
Employees15
Clients0
DateApr 2023
Total AUM$2.9B
Discretionary$785.2M
Non-Disc.$2.1B
Employees15
Clients0
DateApr 2023
Total AUM$2.9B
Discretionary$785.2M
Non-Disc.$2.1B
Employees15
Clients0
DateMar 2023
Total AUM$2.9B
Discretionary$785.2M
Non-Disc.$2.1B
Employees15
Clients0
DateJan 2023
Total AUM$3B
Discretionary$967.2M
Non-Disc.$2.1B
Employees12
Clients0
DateJul 2022
Total AUM$3B
Discretionary$967.2M
Non-Disc.$2.1B
Employees13
Clients0
DateJun 2022
Total AUM$3B
Discretionary$967.2M
Non-Disc.$2.1B
Employees12
Clients0
DateApr 2022
Total AUM$3B
Discretionary$967.2M
Non-Disc.$2.1B
Employees12
Clients0
DateMar 2022
Total AUM$3B
Discretionary$967.2M
Non-Disc.$2.1B
Employees12
Clients0
DateSep 2021
Total AUM$2.4B
Discretionary$787.1M
Non-Disc.$1.6B
Employees11
Clients0
DateJul 2021
Total AUM$2.4B
Discretionary$787.1M
Non-Disc.$1.6B
Employees9
Clients0
DateJun 2021
Total AUM$2.4B
Discretionary$787.1M
Non-Disc.$1.6B
Employees9
Clients0
DateApr 2021
Total AUM$2.4B
Discretionary$787.1M
Non-Disc.$1.6B
Employees10
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$787.1M
Non-Disc.$1.6B
Employees10
Clients0
DateJan 2021
Total AUM$2.1B
Discretionary$646.7M
Non-Disc.$1.5B
Employees11
Clients0
DateJun 2020
Total AUM$2.1B
Discretionary$646.7M
Non-Disc.$1.5B
Employees12
Clients0
DateMar 2020
Total AUM$2.1B
Discretionary$646.7M
Non-Disc.$1.5B
Employees12
Clients0
DateSep 2019
Total AUM$2.2B
Discretionary$510.6M
Non-Disc.$1.7B
Employees11
Clients0
DateMay 2019
Total AUM$2.2B
Discretionary$510.6M
Non-Disc.$1.7B
Employees12
Clients0
DateApr 2019
Total AUM$2.2B
Discretionary$510.6M
Non-Disc.$1.7B
Employees11
Clients0
DateMar 2019
Total AUM$2.2B
Discretionary$510.6M
Non-Disc.$1.7B
Employees11
Clients0
DateJan 2019
Total AUM$2.1B
Discretionary$543.8M
Non-Disc.$1.6B
Employees12
Clients0
DateNov 2018
Total AUM$2.1B
Discretionary$543.8M
Non-Disc.$1.6B
Employees11
Clients0
DateMar 2018
Total AUM$2.1B
Discretionary$543.8M
Non-Disc.$1.6B
Employees9
Clients0
DateSep 2017
Total AUM$1.7B
Discretionary$243.3M
Non-Disc.$1.5B
Employees9
Clients26
DateJul 2017
Total AUM$1.7B
Discretionary$243.3M
Non-Disc.$1.5B
Employees10
Clients26
DateMar 2017
Total AUM$1.7B
Discretionary$243.3M
Non-Disc.$1.5B
Employees9
Clients26
DateMar 2016
Total AUM$1.6B
Discretionary$224.2M
Non-Disc.$1.4B
Employees6
Clients26
DateAug 2015
Total AUM$618.5M
Discretionary$206.9M
Non-Disc.$411.6M
Employees6
Clients26
DateJun 2015
Total AUM$618.5M
Discretionary$206.9M
Non-Disc.$411.6M
Employees6
Clients26
DateMar 2015
Total AUM$618.5M
Discretionary$206.9M
Non-Disc.$411.6M
Employees5
Clients26
DateMar 2015
Total AUM$618.5M
Discretionary$206.9M
Non-Disc.$411.6M
Employees5
Clients26
DateJun 2014
Total AUM$554.1M
Discretionary$181.8M
Non-Disc.$372.4M
Employees4
Clients26
DateApr 2014
Total AUM$554.1M
Discretionary$181.8M
Non-Disc.$372.4M
Employees4
Clients26
DateApr 2014
Total AUM$648.8M
Discretionary$193.8M
Non-Disc.$455M
Employees4
Clients26
DateMar 2014
Total AUM$648.8M
Discretionary$193.8M
Non-Disc.$455M
Employees4
Clients26
DateMar 2013
Total AUM$547.6M
Discretionary$162.3M
Non-Disc.$385.4M
Employees4
Clients26
DateMar 2012
Total AUM$437.7M
Discretionary$112.8M
Non-Disc.$324.9M
Employees1
Clients26
DateMar 2011
Total AUM$361.7M
Discretionary$80.9M
Non-Disc.$280.8M
Employees5
Clients--
DateSep 2009
Total AUM$50.8M
Discretionary$27.1M
Non-Disc.$23.6M
Employees5
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--